Projects Beginners Guide

Projects Overview Page

Select Projects from the menu on the left to open the projects overview page.

Project Details

The details listed for each project are:

Project number
Company
Project Title
Value of project
Start and End dates
Current Stage

Project Actions

The actions that can be taken are:

Search projects using the Search Bar in the upper right
Select the Eye icon to view the project
Select the Trash icon to delete the project

View Projects

Project Overview

The project overview lists the Project Details in the top section and the bottom section has 12 sections to choose from:

Basic
Revenue & Cost
Purchase Orders
Invoices
Timers
Contacts
Roles
Equipment
Daily Reports
Documents
Photos
Cost Codes

Project Details

The top section will always display the details for this project. Listed here will be:

Client Company
Project title
Current stage
Project start date
Client contact
Company department
Projected end date
Priority level for this project
Project number
Project category
Completion level
Per diem rate for this project
Project address
Closed and Open toggle to mark this job as open or closed.

Basic

Select the Basic Tab to view the weather and wages for this project.

Daily Weather

The daily weather will be listed for 8am, 12pm, and 4pm based off of the project address.

Project Specific Wages

The classifications are listed on the left and the wage for that employee type is listed on the right. Select the pencil in the top right of Project Specific Wages to edit these wage numbers.

Revenue and Cost

Select Revenue & Cost from the top menu bar to see the Revenue and cost information for this project.

Revenue and Cost Summary

The revenue and costs summary will list the following:

Current revenue
Current costs
Gross profits in dollar amounts and percentage
A drop down in increments of 5 for the overhead percentage
Overhead dollar amount
Net profits in dollar amount and percentage

Costs Breakdown

The costs breakdown section will list the following:

Labor
Martial
Equipment
Travel
Sub Contractor
Total Costs

Cost Details

Select the i icon to the left of a cost to see a summary of that cost type. From here, select the Eye icon to view the full details of that specific cost.

Invoicing

The invoicing section lists the total invoice completed to date

Estimates

Estimate Details

Each estimate will list the following details:

Estimate ID
Company the estimate was created for
Primary company contact
Project title
Value of the estimate
Creation date of the estimate
Current stage of the estimate

Estimate Actions

The Email icon will allow you to email and cc contacts you have currently saved in the program. If selecting the Email option, you can select an email from your contacts and CC contacts from the drop down list. Select the Plus sign to add more contacts to this email.

The PDF icon will generate a PDF of this section.

The Print option will print a copy of this section.

Select the Eye icon to view the estimate in more detail

Select the Trash icon to delete this estimate

Purchase Orders

Purchase Order Details

Each purchase order will list the following details:

Purchase order number
Vendor contact
Vendor company
Purchase order value
Date of Purchase Order

Estimate Actions

The PDF icon will generate a PDF of this section.

The Print option will print a copy of this section.

Select the Eye icon to view the estimate in more detail

Logged Expenses

Logged Expense Details

Each expense will list the following details:

Date
Employee who made the purchase
Expense type
Cost code
Expense amount
Signature after expense

Estimate Actions

The PDF icon will generate a PDF of this section.

The Print option will print a copy of this section.

Select the Eye icon to view the Expense in more detail