Project
The shared folder for one object: passport, schemes, specification, quotes, team, and history.
Projects help
Projects: what do I do next?
Projects is a working folder for one object. Build the equipment list, place it on a plan when needed, review the specification, and create a quote.
If this is your first project
You do not have to start with a scheme. Create a project first, then choose the convenient path: a scheme for a plan or a specification for an equipment list.
Short route
Four steps to a quote
Each step produces a clear next result inside the project.
- 1 Create a project Enter the object, city, and a note so the context is not lost.
- 2 Create or skip the scheme A scheme is for placing equipment on a plan, but it is not required for a quote.
- 3 Build the specification Add catalog products or manual items and check the quantities.
- 4 Create the quote Enter the client, prices, and validity period, then print the required version.
First, the terms
What is stored here
The tabs are connected, but each one has a different job.
Object
The object passport: name, type, city, address, and notes.
Scheme
A plan or zone showing what is installed and where.
Specification
Equipment list, quantities, prices, and total.
Quote
A specification snapshot for a particular client. Each creation makes a new version.
Step by step with real screens
From a project to a quote
The screenshots were taken in an isolated Docker QA environment using the same Projects interface.
01
Create a project
Click “Create project”. The name, object type, and city help you find the project and understand its context. Use the note for the task or special conditions.
What next
After creation, the system opens the project page. You do not need to return to the list: the next choice is inside the project.
02
Check the object passport
The Object tab stores the initial data and the scheme list. Edit the passport here or go straight to a scheme. This is the context area, not the product selection area.
What next
After creating a project, the practical next step is to open the scheme or specification. Nothing else needs to be prepared first.
03
Build the specification
The Specification contains the complete list and total. “Open catalog” adds real products, while “Add manually” is for custom items. Change quantities directly in the table.
What next
If you do not need a scheme, build the full list here and click “Review and create a quote”.
04
Create a scheme when you need a plan
Create a floor or zone, choose a tool on the left, and place an element on the work area. A camera or another element can be linked to a catalog product.
What next
The scheme is optional. If you only need a quote with an equipment list, go to Specification.
05
Share the project with the team
“Share project” creates a link with a selected mode. View-only suits a client, editing suits the team, and transferring to MegaLife manager requests help.
What next
Choose the access mode and link lifetime, then copy the link. Access can be updated or closed.
06
Create a quote from the specification
Click “Review and create a quote”. Enter the client, validity period, whether prices should be shown, whether installation is needed, and any extra conditions.
What next
“Create quote” makes a version in history. “PDF (print)” opens the print dialog, where you can save the document as PDF.
After creation
What the stages mean
The stage shows where the project is and who needs to act next.
Draft
Fill in the object, scheme, and specification.
Under review
The manager checks the list and prepares a solution.
Quote
The quote is created and ready to send.
Waiting for client
The client received the quote; wait for a decision or changes.
Installation
The system is approved and the team installs it.
Report review
The installation report is being checked.
Closed
The work is complete; the project stays in history.
Archived
The project is removed from active work and its data is kept.
Frequently asked questions
If it is still unclear what to click
Use the “Next step” block in the header of the open project.
I created a project. What next?
Open the project and choose a path. If you need a placement plan, create a scheme. If you only need an equipment list and quote, go straight to Specification.
Do I have to create a scheme?
No. A scheme is for placing cameras, sensors, access control, network, and cable elements visually. You can create the specification and quote without one.
I made a scheme. What next?
Select an element and link a catalog product, or open Specification and add items. After checking the list, click “Review and create a quote”.
Why does an element say “Without equipment”?
The plan contains a conceptual element without a specific product. Open the scheme, select it, and find a product in the catalog. If needed, add a manual item in Specification.
What is the difference between a catalog product and a manual item?
A catalog product has a card, SKU, and price. A manual item is for cable, work, or equipment not yet in the catalog; you enter its name, quantity, and price yourself.
How do I create a quote?
Open Specification and click “Review and create a quote”. Enter the client, validity period, and price settings, then click “Create quote”. The new version appears in history.
What happens when I create a quote?
The system saves a snapshot of the current specification: items, quantities, and calculation. Later project changes do not rewrite an existing quote version.
How do I get a PDF?
In the quote form, click “PDF (print)” for the latest version or for a version in history. In the system print dialog choose “Save as PDF”.
What does “Share project” do?
It creates a link with limited access. You can allow viewing, editing for the team, or transfer the project to a MegaLife manager. The link lifetime is set separately.
Where can I see what to do after everything is filled in?
Use the “Next step” block in the project header. It leads to the quote when the specification is ready, to the scheme when elements have no product, and to history after a quote is created.
You can start
Open Projects
Create a project and follow the next step
You do not have to fill everything in at once. Projects saves the work and the header hint shows the nearest action.