How to create a project and add products to the quote?

This article describes how to create a new project and add product to it as line item in COMPAS Go.

1. Login into COMPAS with valid credentials.

2. User gets navigated to the home page. 

3. Click on the task menu and click on the "Create Project"

4. On doing so, the user gets navigated to the following page.

Create Project is a combination of

• Sold to account 
• Job Name and
• Quote Name
• Scenario (mandatory)

5.  Search for the "sold to account" from the following pop-up or select from recent search list. Then enter the job name and quote name.

6.  On the successful project creation, the user will land in following page to add products.

7.  Type the catalog products which your are looking for in the search tab and press enter.

8. Click on the Add To Quote to add the products to the quote.