Campaigns overview [in-depth guide]
The Campaign feature allows you to group together multiple projects in one location for viewing, reporting, billing, & project management purposes.
Setup for campaigns
Start here to make sure things are set up in the system to accommodate your needs.
Add new campaign
To get started, we will need to create the campaign itself.
Adding/linking projects to a campaign
This guide will cover how to add new projects right from the campaign screen, or how to connect existing projects to a campaign.
This allows you to see the schedules of all projects linked to this campaign in one place.
With all of your projects established, you can create project-level estimates that roll up to the campaign. Or you can create a campaign-level estimate to track all details to roll up and compare against the campaign budget.
View all approved estimates that create the budget and compare against actual project transactions to those budgeted items/tasks/projects/segments.
Billing a campaign
You can bill directly from the campaign screen, or rely on your client setup and other billing processes in the system to generate your invoices.
Billing worksheets [in-depth guide]