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Checkout our articles on Project and Item management in Nexus

Project Management

How do I edit a Project? How to Edit a Project.

Editing a Project

How to add a Project

What financial fields are available to a project?

Financial Fields

Cloning a Project

How to find completed and deleted projects?

Locating Completed and Deleted Projects

How do I view a Project as a Gantt Chart or a Kanban Board?

Gantt Charts and Kanban Boards

Favoriting Projects

Restoring Deleted Projects

How do I use Project Templates? How are they made?

Project Templates

How change a projects status to completed/deleted?

Project Status/Work Stage

How do I send a project communication? How do they work?

Messaging

How can I change the client on a Project?

Change the Client Associated to a Project

What are Internal Projects? Using Internal Projects.

How to Create Internal Projects

Deleting a Project

How to Create Project Templates. What are Project Templates?

How to Use Project Templates

What is the Project Intake Form? How to Create Project Intake Forms?

How to Use the Project Intake Form

Information relating to projects and project set up in Nexus.

Projects

How to add an item. How do I add an item?

Adding an Item

Item Financials

What are Item Phases? How to add Item Phases?

Item Phases

What are items? What different types can I use?

Items & Types

Why am I not able to view an existing item?

Unable to View an Item

Why can't I switch Item type? Switching Item types.

Unable to Switch Item Type

How to Add a Fixed Price Item

How to Use Item Templates, How to Add Items from Templates, How to Add Item Templates to Projects, How to Add Item Templates to Quotes, How to Add Item Templates…

How to Add Items from Item Templates

How to Create Item Templates; How to Use Item Templates; How to Add Item Templates, How to Edit Item Templates

How to Create Item Templates

Items are the core components/details making up a project. This section contains details on those.

Items

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