Versions Compared

Old Version 2

changes.mady.by.user Vicky Lau

Saved on

compared with

New Version 3

changes.mady.by.user Vicky Lau

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents

1. Create Project

Info
titleTips

1) Role Centre helps user users focus on the work that is important to them.   Choose Role Choose the role ‘Project Manager’ to use the role center, which shows the relevant tasks related to the project. 

Image Added

1. Create Project

Step 1 - Click [] in navigation bar.

Note: if the link not included in navigation bar, click Search button then enter jobs into search box..

Step 2 - Create new Job by copy from template.

Select Template then choose action Process => Copy Job

Select Job Tasks No. it needs to copy from the template, then click OK


Step 3 – Enter Job information.

 Change the data it copied from Template.  The key information for Job Card as mentioned in the table below::

Fields

Details

No.

Auto Generate by system

Description

Enter the Job Description

Bill-to Customer No

Select from Customer List.

Bill-to Contact No

Default from customer, user can select another contact for the customer if needs

Project In-Charge

Select from Resource List.

Project-in Charge Phone

Default from selected Project-In-Charge

Person Responsible  

Select from Resource.

Responsible Person = Site Forman in project schedule excel

Person Responsible Phone

Default from selected Person Responsible

To be show in project schedule excel mobile for site foreman

Project CodeIf Quote confirmed and the project code is created


...