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 …
Category: System Settings
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 …