How to create a project in X-Pro from an existing project?
Overview X-Pro allows you to create a new project by copying an existing one. This helps save time and ensures consistency by reusing project details, settings, and configurations. Steps to Create a Project from an Existing Project Go to the Projects Dashboard and select an Existing Project On the selected project page, on the right-hand side,Few readersHow to create a project in X-Pro from scratch?
Overview X-Pro allows you to create a new project from scratch by entering project details and starting project management directly within the platform. Steps to Create a Project from Scratch From the X-PRO Dashboard, click on the Create button to get started. After clicking the Create button, a dialog box will appear. Select the StartFew readersHow to create an Event?
Overview The Events feature allows you to create and manage events by entering the required details within the platform. Steps to Create an Event Navigate to the X-Pro Dashboard and open your project. Select Create Event to add a new event for this project. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/rwewe98p3zx.pngFew readersHow to generate invoices in X-Pro?
Overview X-Pro allows you to generate invoices directly from the platform by selecting the required project or event and configuring invoice details. Steps to Generate an Invoice in X-Pro From the Dashboard, click the X-Pro button, select Invoices. Once you select Invoices, a new window will open. Choose Create Invoice. (https://stoFew readersWhere I can view X-Pro Project activity logs?
Introduction The Activity Logs feature in X-Pro allows you to monitor all actions and updates related to your project. This is especially helpful for tracking changes and maintaining transparency. Accessing Activity Logs. Go to the X-Pro Dashboard and click on the project name for which you want to view the activities. Once you click on it, will lead you to the X-PRO projecFew readersHow to Add Attachments in X-Pro project?
To upload an Attachment, Go inside the X-pro Project's and click on Attachments option. Once you click the Attachments button, you will be redirected to a page where you can upload an attachment or simply drag and drop files.Few readersHow to import Task Template?
To import a task, click on the Tasks button from the X-PRO Project's Dashboard. Once you click the Task button, click Add Task Template to view all available templates. Select the template you want to use and click the Import button to import it. (https://storage.crisp.chat/users/hFew readersHow to add X-Pro Stages?
Click on the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'X-Pro Stages' option under the 'X-Pro settings' tab. Click on ' + ' icon next to Project Stages to add a new stage. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/eFew readersHow to create a project in X-Pro from x.doc proposal?
Navigate to the doc dashboard and select the proposal for which you want to start the X-Pro project. Click on the three-dot icon. A dropdown list of options will appear. Click on Start Project Management to proceed. A dialog box wiFew readersHow to view Drawings & Documents in X-Pro project?
To view Drawings, Go to the X-pro Project's Dashboard and click on Drawings option. Once you click Drawings, you will be redirected to the Drawings and Documents page, where you can select the design for which you want to view the drawings. Once you click it, you will be redirectedFew readersHow to create and send purchase order in X-Pro?
From the Dashboard, click the X-Pro button, select Purchase Order. Once you click the Purchase Order button, you will be redirected to the Purchase Orders page. Click Create to proceed. After clicking the Create button, a dialog box will appear. Enter the required information and cliFew readersHow to Add new Labor Types in X-Pro?
Click on the profile icon in the top-right corner. From the menu that appears, select Settings. You will be redirected to the Settings page. Click on X-Pro Settings, then select Labor Settings from the dropdown menu. Click the “+” icon next to Labor Types to add aFew readersHow to change Task's Stage?
Please navigate to the X-Pro Dashboard and click on the project name whose task stage you would like to update. Click the Stage button located in the top the screen to update the task’s stage.Few readersHow to add a vendor in a purchase order in X-pro?
From the Dashboard, click the X-Pro button then select All Vendors from menu. You will be redirected to the All Vendors page. Click the Add Vendor button. Enter all the required vendor details, then click the Create bFew readersHow to add Time Entry?
To create a Time Entry, Go to the X-pro Project's Dashboard and click on Time Tracking option. Click the Add Time Entry button to create a time entry. Now click on Add Time Entry button on left, a dialog box will open. Fill out all the necessary information and click the Create button to create time entry. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/imFew readersHow to add vendor in X-pro?
From the Dashboard, click on the X-Pro button and click on the 'All Vendors' button to proceed. Click on "Add Vendor" button to add a New Vendor. Upon Clicking a dialogue box will open, Fill out all the necessary details and click on Create button to add a New Vendor. (https://storage.crFew readersHow to clock IN and OUT as a Field User?
Go to the Field user account Dashboard, Click on 'Clock In' button to continue. Select the Task you are starting, Labor Type and Click on Update button to proceed. Once finished working on the task and wants to Clock out, click the ' Clock Out' button on top to complete the process. This will create a Time EnFew readersWhat is X-Pro?
X‑Pro is the project management module of the XTEN‑AV platform, specifically designed for AV (audio‑visual) professionals. It expands XTEN‑AV's capabilities beyond design and proposals to fully encompass project execution and monitoring—all within a unified, cloud-based solution. Key Features of X‑PRO Task & Event Management : Create and assign tasks linked to specific project events and timelines for streamlined coordination. Mobile Access for Field Technicians :&32Few readersHow can field user see Scheduled Events?
From the Dashboard, Click on Schedule tab at the bottom to see all the Scheduled Events.Few readersHow to change priority of task?
Go to the X-pro Project's Dashboard and click on Tasks option. Click on the Action icon in the Actions column to edit the task. Upon clicking, a dialogue box will open. Click on Stages button to update the stage as needed and click the Update button to save your changes. (https://storage.crFew readersHow to edit/update Task?
Go to the X-pro Project's Dashboard and click on Tasks option. Click on the Action icon in the Actions column to edit the task. Upon clicking, a dialogue box will open. Update the details as needed and click the Update button to save your changes. (https://storage.crisp.chat/users/helpdeskFew readersHow to download the purchase order in X-pro?
To download a Purchase Order, click on the purchase order you want to download. From the right side of your screen, click on the download button to download the Purchase Order.Few readersHow can field user see Project's drawings and Attachments?
From the Dashboard, click the 'Projects' Tab at bottom and select the project for which you want to view the drawings or attachments. Click on the desired project, it will show all available designs and attachments. Click on the design name to view the drawings. Click on the attachments to view the attachments. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image-361tftfx4.pnFew readersHow to create a Task?
To create a Task, Go to the X-pro Dashboard and click on Tasks button. Click on Create button to start creating a Task. After clicking the Create button, a dialog box will open. Fill out all the necessary information and click the Create button again to create the task. (https://storage.crFew readersHow to sync Inventory with XDRAW project?
Overview In XPRO, you can sync your Inventory with your XDRAW project to ensure that products used in drawings are aligned with your inventory records. Syncing Inventory with XDRAW helps you: Maintain accurate stock tracking Align drawing products with available inventory Reduce manual product duplication Improve project and warehouse coordination Step-by-Step: How to Sync Inventory with X-DRAW Project From the Main Dashboard, click on theFew readersHow to create Change Order in X-Pro project?
To create a Change Order, Go to the X-pro Dashboard and click on Change Orders option. Click on Create Change Order button to get started. After clicking the Create Change Order button, a dialog box will open. Fill out all the necessary information, then click the Create button to proceed.Few readersHow to Add Time Entry as a Field User?
Go to the Dashboard and click on Hours tab at the bottom. Click on Add Time Entry button to add a Time Entry. Upon Clicking, a dialog box will open, Fill out all the necessary details and click on Create button to proceed. Done Entry is created in Hours tab. (https://storage.crisp.chat/users/helpdesk/websiteFew readersHow to check price summary in X-PRO?
"To check the price summary in X-PRO, Navigate to the X-PRO dashboard and select your project. After selecting the project, on the left-hand side, you will see the Review option. Click on it, and you will see the complete price summary *of your project."Few readersBilling Locations for User's Time
"First, go to the X-PRO *dashboard and select your project.&x20; In the X-PRO Dashboard, you will see the BOM Details option. After clicking on it, you will find the Labor option below. Billing based on a field user time can be managed through the BOM (Bill of Materials) DetailFew readersHow to create or assign a task in the event?
Overview In X-PRO, you can create and assign tasks within an Event to ensure proper coordination, accountability, and timely completion of activities. Step-by-Step: How to Create a Task in an Event To create a task in an event, navigate to the X-Pro Dashboard and select your project After selecting the project, navigate to the EveFew readersHow to create a change order in Xpro and how it works?
First you have to go to the X-PRO dashboard and select your project. In the left side menu you will see the Change Orders options. If the project is created from the proposal then only you will be able to see the change order section. If the project is created fromFew readersHow to Generate tasks with AI?
"First, go to the X-PRO *dashboard and select your project.&x20; *Then select your task Task. On the right-hand side of your screen, you will see an option to generate tasks with AI. Click on it, and the AI will start generating tasks for you."Few readersHow to view the Add-On Labor Values in the X-Pro
On the X-Pro Dashboard, click on the name of the project for which you want to view the add-on labor values. You will be redirected to the project dashboard and open the navigation panel then click on BOM details. The Bill of Materials page will open. Scroll down to the bottom of theFew readers