How to Work on Multiple Projects


In Simpro Premium, you can have up to five projects, such as quotes, jobs, and purchase orders open at the same time. To switch between open projects, you can use the project tabs at the top of the screen.

In this article, the term 'projects' refers to:

It is important to save frequently when editing a project, as after 20 minutes of inactivity, your open projects are editable by other users. If another user attempts to access one of your open projects after this time, you are pushed out of that project and all unsaved changes are lost. You also lose your changes after this time limit if you do not save your projects before turning off your computer or closing your laptop.

US only: If you use Simpro Premium in the United States, the terms 'inventory' and 'inventory count' are used instead of 'stock', 'stock take', and 'in stock'.