> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/projects.md).

# Projects

When a sale is spread across emails, spreadsheets, and sticky notes, details get lost between the quote and the delivery. In OrderEazi Central, a project holds one enquiry or sale from start to finish: the client, the products and prices, every document, and each step of the workflow. You create projects yourself, and orders from your online store or other systems arrive as projects too.

### How a project moves

Every project follows a workflow, the steps your organisation set up for that kind of sale, such as sending the quote, approving the order, and invoicing. As you complete the steps, the project moves through the sections of [My Workspace](/central/order-management/my-workspace.md), for example from **Quoted** to **In Progress** to **Completed**.

**Example:** In the standard workflow, a client asks for 20 office chairs. You create a project and email the quote, and the project sits in **Quoted**. When the client accepts and you complete the approval step, it moves to **In Progress**. Once it's invoiced and delivered, the last step moves it to **Completed**.

### Where to find a project

Open a project from its row in My Workspace, or find it with [Global Project Search](/central/order-management/getting-around/global-search.md) at the top of any page by typing its project number, a document number, or a customer order number.

### What's on the project screen

The tabs across the top of the project:

* **Details:** The client, contact, addresses, dates, sales rep, and description. See [Project details](/central/order-management/projects/project-details.md).
* **Documents:** The quotes, orders, invoices, and other documents created on the project, and any files uploaded to it.
* **Images:** Product images for each line, by position such as front and back.
* **Jobs:** Technician visits for the project. It only appears with the Job Cards add-on.
* **Messaging:** WhatsApp messages to the client about the project. It only appears when your organisation has WhatsApp connected.
* **Notes:** Internal notes about the project. It only appears with the **Can View Project Notes** permission.
* **Production:** Production progress for the project's lines. It only appears when the project has production data and you have the **Production View** permission.
* **Requests:** Requests your team has made on this project. It only appears once the project has one. See [Requests](/central/order-management/projects/requests.md).
* **Workflow:** A map of the project's workflow, showing which steps are done and which are waiting. See [Moving a project through its workflow](/central/order-management/projects/moving-a-project-through-its-workflow.md).
* **History:** Everything that has happened on the project. See [Project History](/central/order-management/projects/project-history.md).

Below the client details, the **Costing** tab holds the products on the project. See [Adding and editing lines](/central/order-management/projects/adding-and-editing-lines.md).

The buttons at the bottom of the project:

* **Create Documents:** Create a quote, sales order, invoice, or other document.
* **Next Steps:** Complete the steps in the project's workflow.
* **Chat:** Leave comments and files for your team on the project.
* **Project Actions:** Make a request, import lines, cancel, duplicate, or complete the project, and more. See [Project Actions](/central/order-management/projects/project-actions.md).

### Related pages

* [New Project](/central/order-management/projects/new-project.md): create a project and send your first quote
* [Project details](/central/order-management/projects/project-details.md): what each field on the **Details** tab does
* [Moving a project through its workflow](/central/order-management/projects/moving-a-project-through-its-workflow.md): complete steps with **Next Steps**