How to create a project if your merchant is ITM

Below you will find steps on how to create a project if your merchant is ITM.

• If your project has not yet been created, create a project 
  • Click + New project 
  • Populate with project details 

• Open your project and navigate to Estimates 

• Create a new estimate 
  • Click + Create new estimate 

• Populate with estimate name and select your merchant 
  • Click create estimate

• Click the three dots under the Actions heading on your estimate 
  • Select Import Materials from the options provided 

• Click the drop down box and select the applicable estimate from the list
  • Click Import Materials 

• Click on your estimate to open it
  • Continue to pricing your estimate