7.13. Project Management
7.13.1. Install and Delivery Schedule
7.13. Project Management
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7.13.2. Work Orders
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7.13.1. Install and Delivery Schedule

Installation & Delivery Schedule

The Installation & Delivery Schedule will display any proposals that have a Scheduled install date entered on its Install Tab. The schedule gives an overview of projects that are due to begin installation. In the example below, we can see that we have a proposal with a scheduled installation date of March 27.

image ProjectMgtSchedule.JPG

The proposal schedule entry is a link to the proposal. You can click on the schedule entry and the Proposal Installation Details window will open. You have access to the Project Info tab, Install Info tab, File Vault tab and Work Orders tab on the proposal as shown below.

image ProjectMgtPropInstallDetails.JPG

There is a link at the top of this window called [open this proposal] which will open the proposal and allow access to the proposal information based on the users permission settings.

The Project Mngr: input field also allows for a Project Manager to be assigned to this project. You can enter the first few characters of any employees name and select the appropriate project manager from the list or you can click on the [assign me] link to have your name automatically filling in as the Project Manager.

When a project manager has been assigned to a project, the assigned proposals will be listed in the My Jobs frame above the Installation & Delivery Schedule as shown below. This gives the Project Manager quick access to any of the projects that have been assign to him/her. They can click on the any of the assigned jobs link to instantly open the Proposal Installation Details window. This removes the need for the Project Manager to have to search for projects assigned to them by clicking on projects on the schedule.

image ProjectMgtAssigned.JPG

Project Info Tab

From this view you can edit (permissions based) the customer (or Bill To) information, Install Location and the Shipping Location. The Install Date and Start Time can also be edited from this view.

Install Info Tab

There are no input fields on this tab.

File Vault Tab

The File Vault tab does allow for files to be uploaded to the proposals File Vault. File can be deleted from the vault as well. To upload a file to the vault from this tab, click on the Browse button to search for the file(s) you want to upload.

Work Orders Tab

The work order tab displays any work orders that have been created for this proposal. The work orders can be viewed, printed and edited from this view.

If any changes have been made that you wish to retain, click on the Save button after your changes are complete.

7.13.1. Install and Delivery Schedule
7.13. Project Management
« Previous
7.13. Project Management
Next »
7.13.2. Work Orders