Process Designer
In the Process Designer, you cab customize the process used in a specific Smart project or quote. You can use the Process Designer to create a unique step sequence or temporarily change step characteristics.
Changes you make to a process in the Process Designer will not affect the selected process template.
To access the Process Designer, go to a Smart project's or quote's Process card and click the Edit Process button.
The Process Designer consists of the Main Data card, Process card, Steps to be Used in Process side panel, and job configuration side panel.
To confirm changes to the process, click the Apply Changes button in the page's top right-hand corner.