Project Management

Proposal Style with No Pricing - Pro Only
Please watch the following short tutorial that shows how to create a Proposal that does not include pricing information: https://youtu.be/yXUesR3QyM8
Fri, Jul 13, 2018 at 9:01 AM
Managing a Home Staging Project Webinar
Watch the Managing a Home Staging Project webinar below: This webinar will be a basic walk-through of how to properly setup a home staging project in...
Fri, Aug 31, 2018 at 11:18 AM
Bid Spec and Spec Sheet Documents Webinar
Watch the Bid Spec and Spec Sheet Documents webinar below:
Fri, Sep 28, 2018 at 3:57 PM
How To: Copy and Paste an Item [TUTORIAL]
Learn how to copy and paste an item in Pro Cloud in the tutorial below:
Thu, Jan 3, 2019 at 4:53 PM
Time Billing Import in Pro Cloud [WEBINAR]
Watch the Time Billing Import webinar below:
Thu, Feb 21, 2019 at 3:59 PM
User Activity Log Webinar
Watch the Design Manager Pro Cloud User Activity Log Webinar Below: 
Fri, Apr 3, 2020 at 2:41 PM
Project Status Webinar
Watch the Design Manager Pro Cloud Project Status Webinar Below: 
Fri, Apr 17, 2020 at 4:01 PM
How to use the Review & Send window
The Review & Send window is where you will find all Proposals and/or Invoices ready to be sent to your client. To open the Review & Send window, cli...
Fri, Jul 23, 2021 at 12:31 PM
Material Reference Report
What is the Material Reference Report? Design Manager’s Material Reference Report or item schedule provides a list of all items within a project.  Let’s u...
Thu, Jun 11, 2020 at 9:53 AM
Proposal Name/Phase
How to change or Edit the Proposal Name/Phase: https://www.loom.com/share/c5c0fcd4e7b74719a68bf5a103c93e71?sharedAppSource=team_library
Mon, Jan 4, 2021 at 9:55 AM