--- title: Web App | TestFit Knowledge Base description: Manage your deal pipeline and assets, view & edit deals. --- [Skip to content](https://support.testfit.io/knowledge/web-app#main-content) [![](https://support.testfit.io/hs-fs/hubfs/primary%20wordmark.png?width=150&height=113&name=primary%20wordmark.png)](https://testfit.io/) Open main navigation Close main navigation - - [Contact us](https://support.testfit.io/knowledge/kb-tickets/new) [Contact us](https://support.testfit.io/knowledge/kb-tickets/new) Welcome to the TestFit Knowledge Base - There are no suggestions because the search field is empty. 1. [TestFit Knowledge Base](https://support.testfit.io/knowledge) 2. [Web App](https://support.testfit.io/knowledge/web-app) # Web App Manage your deal pipeline and assets, view & edit deals. - [Welcome Page](https://support.testfit.io/knowledge/welcome-page) - [Accessing the TestFit Accelerator](https://support.testfit.io/knowledge/accessing-the-testfit-accelerator) ## Deal Pipeline & Asset Management - [Deal Views](https://support.testfit.io/knowledge/deal-views) - [How to filter deals in pipeline directories?](https://support.testfit.io/knowledge/how-to-filter-deals-in-pipeline-directories) - [How do I move multiple deals within the pipeline at one time?](https://support.testfit.io/knowledge/how-do-i-move-multiple-deals-within-the-pipeline-at-one-time) - [How do I search for deals within my organization's pipeline?](https://support.testfit.io/knowledge/how-do-i-search-for-deals-within-my-organizations-pipeline) - [The Home Screen](https://support.testfit.io/knowledge/testfit-portal/the-home-screen) - [What are Pipelines? What are They Used For? ](https://support.testfit.io/knowledge/testfit-portal/pipelines) - [Opening Deals](https://support.testfit.io/knowledge/testfit-portal/opening-deals) - [Viewing Deals](https://support.testfit.io/knowledge/testfit-portal/viewing-deals-in-the-viewer) - [How Do Multiple Users Collaborate on a Deal?](https://support.testfit.io/knowledge/how-do-multiple-users-collaborate-on-a-deal) - [How to add a note to a deal description](https://support.testfit.io/knowledge/how-to-add-a-note-to-a-deal-description) - [What are the Default Permission Levels?](https://support.testfit.io/knowledge/testfit-portal/permission-levels) - [Saving Assets](https://support.testfit.io/knowledge/testfit-portal/saving-assets-to-the-portal) - [Deleting Deals and Assets](https://support.testfit.io/knowledge/testfit-portal/deleting-deals-and-assets) - [Restoring or Deleting Deals and Assets in the Trash](https://support.testfit.io/knowledge/testfit-portal/restoring-deleted-deals-and-assets) - [How do I create a new deal in the web?](https://support.testfit.io/knowledge/how-do-i-create-a-new-deal-in-the-web) See less ▼ ## Deal Actions & Edits - [How do I Edit Deals in the Web? ](https://support.testfit.io/knowledge/can-i-edit-deals-in-the-web-) - [How do I share a Deal? ](https://support.testfit.io/knowledge/sharing-a-deal-from-the-deal-pipeline) - [How Do I See Previous Versions of my Deal?](https://support.testfit.io/knowledge/deal-history-restoring-deals) ## Reports - [How do I Place a Pro Forma View on a Report Sheet?](https://support.testfit.io/knowledge/how-do-i-place-a-pro-forma-view-on-a-report-sheet) - [How to Create a Custom Report Template](https://support.testfit.io/knowledge/how-to-create-a-custom-report-template) - [How to Create and Share a Deal Report](https://support.testfit.io/knowledge/how-to-create-and-share-a-deal-report) - [How to Add Markups to Reports](https://support.testfit.io/knowledge/how-to-add-markups-to-reports) ## Quantities & Costs - [Automatic Quantity Takeoffs](https://support.testfit.io/knowledge/quantity-takeoffs) - [Creating A Cost Model](https://support.testfit.io/knowledge/creating-a-cost-model) ## Pro Forma - [How do I apply quantities from the TestFit model to the financial model or pro forma?](https://support.testfit.io/knowledge/how-do-i-apply-quantities-from-the-testfit-model-to-the-financial-model-or-pro-forma) - [How do I export or import an Excel file into a Pro Forma or financial model?](https://support.testfit.io/knowledge/how-do-i-export-or-import-an-excel-file-into-a-pro-forma) - [How do I create a Live Pro Forma or financial model in the web?](https://support.testfit.io/knowledge/how-do-i-create-a-live-pro-forma-or-financial-model-in-the-web) - [How do I save or delete a pro forma or financial model?](https://support.testfit.io/knowledge/how-do-i-save-overwrite-or-delete-pro-forma-or-financial-model) - [How do I show or hide formulas in the pro forma or financial model?](https://support.testfit.io/knowledge/how-do-i-show-or-hide-formulas-in-the-pro-forma-or-financial-model) - [How to save/apply a default Custom Pro Forma for your organization?](https://support.testfit.io/knowledge/how-to-save/apply-a-default-custom-pro-forma-for-your-organization) - [How to link financial outputs to a custom pro forma for Generative Design filters?](https://support.testfit.io/knowledge/how-to-link-financial-metric-outputs-to-your-custom-pro-forma) See less ▼ - [Getting Started](https://support.testfit.io/knowledge/getting-started#main-content) - [Interface](https://support.testfit.io/knowledge/getting-started#interface) - [Setting up a Deal](https://support.testfit.io/knowledge/getting-started#setting-up-a-deal) - [Site Design & Configuration](https://support.testfit.io/knowledge/getting-started#site-design-configuration) - [Fundamentals](https://support.testfit.io/knowledge/fundamentals#main-content) - [Regions](https://support.testfit.io/knowledge/fundamentals#regions) - [Key Functions](https://support.testfit.io/knowledge/fundamentals#key-functions) - [Roads](https://support.testfit.io/knowledge/fundamentals#roads) - [Site Development](https://support.testfit.io/knowledge/site-development#main-content) - [Mass-Based](https://support.testfit.io/knowledge/site-development#mass-based) - [Housing - High Density & Gurban](https://support.testfit.io/knowledge/site-development#housing-high-density-gurban) - [Housing - Low Density & Subdivision](https://support.testfit.io/knowledge/site-development#housing-low-density-subdivision) - [Housing - Garden](https://support.testfit.io/knowledge/site-development#housing-garden) - [Industrial](https://support.testfit.io/knowledge/site-development#industrial) - [Datacenters](https://support.testfit.io/knowledge/site-development#datacenters) - [Generative Design](https://support.testfit.io/knowledge/site-development#generative-design) - [Parking](https://support.testfit.io/knowledge/site-development#parking) - [Retail](https://support.testfit.io/knowledge/site-development#retail) - [Core-Based](https://support.testfit.io/knowledge/site-development#core-based) - [Web App](https://support.testfit.io/knowledge/web-app#main-content) - [Deal Pipeline & Asset Management](https://support.testfit.io/knowledge/web-app#deal-pipeline-asset-management) - [Deal Actions & Edits](https://support.testfit.io/knowledge/web-app#deal-actions-edits) - [Reports](https://support.testfit.io/knowledge/web-app#reports) - [Quantities & Costs](https://support.testfit.io/knowledge/web-app#quantities-costs) - [Pro Forma](https://support.testfit.io/knowledge/web-app#pro-forma) - [MCP](https://support.testfit.io/knowledge/mcp) - [Reports & Exporting](https://support.testfit.io/knowledge/reports-exporting#main-content) - [PDF Exports](https://support.testfit.io/knowledge/reports-exporting#pdf-exports) - [SketchUp Export](https://support.testfit.io/knowledge/reports-exporting#sketchup-export) - [TestFit to Revit](https://support.testfit.io/knowledge/reports-exporting#testfit-to-revit) - [Account Management](https://support.testfit.io/knowledge/account-management#main-content) - [Administration](https://support.testfit.io/knowledge/account-management#administration) - [Account](https://support.testfit.io/knowledge/account-management#account) - [Latest Release](https://support.testfit.io/knowledge/latest-release#main-content) - [2026](https://support.testfit.io/knowledge/latest-release#2026) - [2025](https://support.testfit.io/knowledge/latest-release#2025) - [2024](https://support.testfit.io/knowledge/latest-release#2024) - [2023](https://support.testfit.io/knowledge/latest-release#2023) - [2022](https://support.testfit.io/knowledge/latest-release#2022) - [Beta](https://support.testfit.io/knowledge/latest-release#beta) - [FAQ](https://support.testfit.io/knowledge/faq) - [Troubleshooting](https://support.testfit.io/knowledge/troubleshooting#main-content) - [Issues](https://support.testfit.io/knowledge/troubleshooting#issues) - [Errors](https://support.testfit.io/knowledge/troubleshooting#errors) [![Chill listening crop-3](https://support.testfit.io/hs-fs/hubfs/primary%20wordmark.png?width=124&height=40&name=primary%20wordmark.png "Chill listening crop-3")](http://testfit.io) Copyright © 2025, TestFit