Project Name

This is the main identifier for your project and must be unique for each project created.

The name entered will be seen in the Projects window and is printed on the header of each report.

Tender Number

Represents an alphanumeric identifier for the project that has been generated externally to Expert Estimation, usually provided by a client for reference.

Project Reference Code

Allows for a user defined code to be entered that can be referenced by other systems such as reporting APIs.

Client

The name of the company/person that is requesting the project tender.

Description

Additional information about the project to further define the project’s purpose.

Project Status

Selecting an option within this drop-down menu will change the status of the project.

Note: This is for reference only and does not affect how the project operates.

Project Type

Options within this drop-down menu will change the project type.

Note: Project types are for reference only.