How do I add Process Details to a Project?
To add Process Details to a Project, follow these steps:
- Tap on the Projects tab, then tap on the Project to which you want to add Process Details.
- Tap the Process Details button. The Process Details panel will slide up from the bottom of the screen.
- To view the available options in each group, tap on the group heading to expand it.
- For each option in the group, tap on a slider next to the ones you want to enable. These changes are saved for you automatically as you make them.
- When you're done setting options, slide down from the top of the panel to close it.
- Tap on the Proposal button to view the Process Details you selected. These appear in the Scope of Work section at the bottom of the proposal.
- To make any changes to the Process Details, return to PaintFlow and tap on the Process Details button to open the panel again for editing.