Create a new Customer

Before you start creating projects, create the customer record if not existing yet on the list on the left panel.
In the Lobby page:

1. Click New customer

   
    

2. Enter the customer or company's Name (e.g., “Regional Hospital”)

   

3. All created customers will be visible in the main shared workspace with your team

   

Creating a New Project

1. Select a customer from the list on the left section in the lobby
2. Click New Project button on the top right-hand side of the workspace
3. Enter the Name of the project (e.g., “US Office Renovation”)
   
   
    
4. Select the Discount table revision to fetch discounts from or leave empty (you can adjust discounts later in the process).
5. Click Save and your customer project is created.

6. In the workspace on the right, you should now be able to see the new project as a card.

   

Copy a Project

In the Lobby of Aline, a User has the ability to copy a project from the original customer to a different customer with which the Team is working.

To Copy a Project from one customer to another:

1. Select the Team from the Team drop-down.

   

2. Click the stacked ellipses on the Project tile.

   

3. Select Copy to.

   

4. In the dialog: rename the project, select the Customer the Copy is going to go to, and apply the appropriate Discount table revision from the respective drop-down menus.

   

Switching between Projects

• It is possible to create multiple projects for the same customer
• Select a customer from the list on the left to see all projects for that specific customer
• Switch easily between the customer’s project you want to work with by clicking on the cards
• You can always return to the Lobby by clicking on the Lobby button (Aline icon on the top left corner).