Adding Products To A Project + Project Basics

Overview:

Welcome to the Sourcery Project Basics tutorial. In this tutorial, we'll guide you through creating a project, adding products to it, and exploring other key features. This is a longer tutorial, so we've conveniently numbered each step. Feel free to note the step you’re on, pause, and resume later.

Step 1: Access Sourcery

1. Go to the Sourcery App:
   
   

Step 2: Create a New Project

1. Click "CREATE PROJECT":
   If you’re a new user without any existing projects, click the convenient "Create Project" button in the center of your projects page.

2. Alternative for Existing Users:
   If you’re an existing user, click the “+” button in the lower right-hand corner of your screen.

3. Name Your Project:
   Enter a simple project name, such as "My Kitchen Renovation."

4. Add Project Phase:
   Optionally, add more details like the project phase. For example, if you’re in the schematic design phase, enter "SD."

5. Add Additional Details:
   You can also add a project number, location, budget information, project area, or any other details you find useful.

6. Click "Create":
   Click the "Create" button to create your project.

7. Project Tile Creation:
   You’ll see that your project has been created, and a tile has been added to your projects page.

Step 3: Organize Your Projects with Tags

1. Add Sorting Tags:
   After the tile is added, you can organize your projects by adding tags. Click to add tags for easier sorting as your list grows.

2. Create a Personal Tag:
   For example, add a tag called "Personal" if the project is personal and you want to keep it separate from client projects.

3. Add Another Tag:
   Add another tag with your initials (e.g., "PB") to further distinguish your projects from those of your team.

4. Review Tags:
   Once added, you’ll see the tags on your project tile for future sorting.

Step 4: Filter and Save Views

1. Filter by Tags:
   You can filter your projects by clicking the filter icon and selecting the tags you’ve created, like "Personal."

2. Save Filtered Views:
   While in a filtered view, click the star button to save the filter for easy access later.

3. Note Saved Views:
   Your saved views will now be listed under the projects button.

4. Remove Filters:
   At any time, you can remove filters by clicking the "Remove Filter" button to return to your complete project list.

Step 5: Enter and Explore the Project

1. Enter the Project:
   Click the project tile to enter the project and begin adding products.

2. Enter Gallery View:
   On first entering your project, you’ll see a blank canvas. Switch to "Gallery View" to get an overview of all products in your project.

3. Explore the Project Toolbar:
   On the left, you’ll see the project toolbar, which contains various tools. Tutorials on these tools are available in our help desk.

4. Project Sharing:
   Below the toolbar is the project sharing area, where you can print to PDF, share your project, or invite others to view it live.

5. Project Views:
   In the upper right-hand corner, switch between different views, such as gallery or table views, and explore budget and status views. Tutorials on customizing views are also available.

6. Project Comments:
   The commenting section allows you to review and reply to comments on your project, helping you collaborate efficiently.

Step 6: Add Products to Your Project

1. Add a Product:
   Click the blank product in the gallery view to start adding a product to your project.

2. Expanded View:
   If you’re in schedule view, you can enter product data directly, similar to using Excel. To enter expanded view, click the small square in the product menu.

3. Product Expanded View:
   This view is the core of Sourcery, allowing you to communicate with team members, agents, or manufacturers and enter detailed product information.

4. Enter Product Type:
   Start by entering a type, such as "lx1."

5. Add Product Data:
   Enter additional product data in the fields provided. These fields can be customized and reordered in project view settings.

6. Import a Product from Your Workspace:
   Sourcery allows you to import products from your existing collections or the community. To do this, click within the product reference field to open the product reference dialog.

7. Search and Select a Product:
   Search for a product in your workspace collections and select it.

8. Review or Edit Data:
   The product confirmation dialog will appear, where you can review and edit the product data.

9. Select Data to Import:
   Choose which data fields to import. The default is to import all fields.

10. Add Product to Project:
    After selecting the data, click "Add to Project." The data will populate within your project view.

11. Expand Product Images:
    Some imported data may include attachments, such as images. Click to view these in an expanded view.

12. View and Edit Cut Sheets:
    Scroll down to the cut sheet section, where you can review product information alongside your product codes. This view helps ensure accuracy.

13. Close Expanded View:
    Once you’ve entered all necessary data, close the expanded view to return to your product list.

Step 7: Add a Product from the Community

1. Return to Project View:
   Navigate back to your project view and use the back arrow to return to your collections area.

2. Go to the Community:
   Click the "Community" tab to search for products to add directly from the community.

3. Search the Community:
   Activate the search bar and search for a product, such as "Downlight."

4. Select a Verified Product:
   Among the search results, you may find verified products marked by a green icon. Open the page of a verified manufacturer’s product, like Lightheaded’s residential downlight.

5. Review and Add the Product:
   Review the product details, cut sheets, and any notes provided by the manufacturer. Then, click "Add to project."

6. Select Your Project:
   Choose your project from the drop-down menu and click "Add."

7. Confirmation and Quick Access:
   A confirmation box will appear. It includes a shortcut to your project, allowing quick access to see the added product.

8. View in Project List:
   You’ll see that the new product has been added to your project list.

9. View in Gallery:
   As shown earlier, you can also view your product list in the gallery view.

Step 8: Review and Practice

1. Add Another Project:
   To create another project, return to your projects page and click the “+” button in the lower right-hand corner.

2. Practice the Steps:
   You have now completed one of our longest tutorials on building and adding products to projects. Take some time to practice these steps, as they are central to your Sourcery workflow.

Conclusion:

Congratulations! You’ve successfully learned how to create a project and add products in Sourcery. With these skills, you’re well on your way to saving time and enhancing your project management efficiency.