How to create a project if your merchant is ITM

Below you will find steps on how to create a project if your merchant is ITM.

• If your project has not yet been created, create a project. 
  • Click '+ New', and in the popup menu add the project details 

• Open your project and navigate to the 'Estimates' tab on the project taskbar on the left

• In the 'Estimates' tab, click the '+ Create new estimate' button and add the estimate details.  

• Click the three dots under the 'Actions' heading on your estimate 
  • Select 'Import Materials' from the options provided 

• Click the drop down box and select the applicable estimate from the list
  • Click 'Import Materials'

• Click on your estimate to open it
  • Continue to pricing your estimate