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Linking Projects

This new feature makes it easier to link associated projects from your project's basic information.

  1. Navigate to the project dashboard and select a project you'd like to link to another.

  2. In the Project Basic Info tab, scroll down to the Link Projects section.

  3. Click the blue +Link Button.

  4. Search for the project you'd like to link to it by Project Name, Customer Name, or Address and hit the blue Link Projects button.

  5. A blue popup box will indicate that your have successfully linked the projects and the project will now show under the Linked projects.

  6. You can follow the same steps above to continue to link additional projects.