Category: User Manual by Module

System Security – Roles

Create and Manage System Security Roles Background The process below describes how to develop and manage the list of Members System Security Roles. Upon registration of your company as a Member the user who registered the Company is automatically assigned the Role of “Member Administrator”. The application requires that at all times at least one Read More …

Manage Project List

Create and Manage Projects Background The process below describes how to manage a members list of Projects. Projects are used with external data from other systems and can import/replace existing data in the system. Note that Jobs are intended for internal projects as data cannot be deleted ie Time Sheets. Process 1) Click Settings 2) Read More …

Manage Job List

Create and Manage Jobs Background The process below describes how to manage a members list of Jobs. Note that Jobs are intended for internal projects as data cannot be deleted ie Time Sheets. Projects are meant for external data and can import/replace existing data in the system. Process 1) Click Settings 2) Under Projects click Read More …

Project Delivery Method

Create and Manage Project Delivery Methods Background The process below describes how to manage the list of project delivery methods. Process 1) Click Settings 2) Under Projects click Delivery Methods, Click on picture to enlarge 3) Check the Delivery Method doesn’t exist by filtering grid on either code or title. 4) Add, edit, delete delivery Read More …

Project Sectors

Create and Manage Project Sectors Background The process below describes how to manage the list of project sectors. Process 1) Click Settings 2) Under Projects click Sectors, Click on picture to enlarge 3) Check the Sector doesn’t exist by filtering grid on either code or title. 4) Add, edit, delete sectors using the icon buttons Read More …

Project Industries

Create and Manage Project Industries Background The process below describes how to manage project industries. Process 1) Click Settings 2) Under Projects click Industries, Click on picture to enlarge 3) Check the Industry doesn’t exist by filtering grid on either code or title. 4) Add, edit, delete industries using the icon buttons identified below. Click Read More …

Project Categories

Create and Manage Project Categories Background The process below describes how to manage project categories. Process 1) Click Settings 2) Under Projects click Categories, Click on picture to enlarge 3) Check the Category doesn’t exist by filtering grid on either code or title. 4) Add, edit, delete categories’s using the icon buttons identified below. Click Read More …

Companies Register

Create and Manage a register of External Companies Background The process below describes how to create and manage the register of external companies. Process 1) Click ORG 2) Under ORG click Companies Click on picture to enlarge 3) Before adding a new company to the register check that it doesn’t already exist by filtering the Read More …

Organisation Breakdown Structure (OBS)

Create and Manage your Companies Organisation Hierarchy (OBS) Background The process below describes how to create and manage the Member Companies OBS (Organisational Breakdown Structure). For small companies that don’t require a hierarchy i.e. companies with less than 10 or 15 employees the name of their company in this field will suffice. Process 1) Click Read More …