Create or Edit Project

Project Actions

Update Project

Save project detail, document metadata, checklist, and follow-up changes to the cloud.

Gantt Chart Back to Project List

Project Detail

Create mode

Company Name Client PIC Phone Number Email Description Associated CRM Opportunity (tensorCRM)

Project value

Manual Goods / Services catalogue

Amount

Selling prices from Resources → Goods & Services.

Goods	Qty	Unit price	Discount	Tax %	Line total	Actions

No lines yet. Use “Add line”.

Total: —

Project Type Project Status Project Photo First Contact Time Project Deadline Internal PIC

Timeline

Movement

Status Actions

Current Preview

New Project

Project value will appear here.

Deadline will appear here.

Latest update will appear here.

Associated CRM opportunity will appear here.

Potential

Team chat

Mention someone from the list or type @ then their email or name. Long login IDs are shown as friendly names here.

Progress History

When a CRM lead is linked, entries stay merged with that lead’s progress timeline.

Project Update Progress

Newest first

Progress Update

Add progress entry

Last Update Time Latest Status Update

Adds a row below when you click Update Progress or Update Project.

Last Update Time	Updated By	Status Update	Actions
No progress updates yet.

Project Documents

Documents & Administrative Checklist

tensorRepository

Administrative files are stored in tensorRepository under Client Data for this project. Uploaded files and quotation documents open in a new tab from the list below.

Document Type Notes

Document file (uploads to tensorRepository)

External link (adds a separate row — open/download uses URL only)

Paid Terms

Paid Term Inputs

No paid terms added yet.

Document	Type	Uploaded	Actions
No documents uploaded yet.

Technical Documents

tensorRepository

Technical files use the same Client Data folder for this project in tensorRepository.

Document Type Notes

Document file (uploads to tensorRepository)

External link (adds a separate row — open/download uses URL only)

Document	Type	Uploaded	Actions
No documents uploaded yet.

Project Follow-ups

Automatic Follow-up Alerts

Per-project GUI

Alert Type Reminder Schedule Reminder Date Last Follow-up Date Days After Last Follow-up Repeat Notify PIC Message Template

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