Web-Select Help & Info

Project Management

To manage Web-Select Projects, click on "All Projects" in the top navigational line in Web-Select. The Project Information screen allows users to fully manage all aspects of their Projects. New Projects can be added by entering a Project Name and clicking the Add New Project button. To manage existing Projects, click View Schedule.

• In the top navigational line:
  • Click [Info] to input general informationa about the Project.
  • Click [Users] to give another user access to this Project.
  • Click [Quotes] or [Orders] to create or edit Quotes or Orders for this Project.
• To tailor the display of line items in the Project Schedule, click the Configure Custom Views button.
• Line items may be copied or moved from one Project to another using the "Copy To" and "Move To" buttons.
• To search for a particular Project by Name, Description, Creator, or Dates, use the Project List Filter at the bottom of the screen.