As a Project Manager you need to have access to the features related to project management.
The video below will take you through the Projects & Resource Management module.
First of all you will need to make sure that your personal settings are correct. Open My settings in the upper left corner.
Addresses and contacts
The Jobs book
In the Jobs book you do most project management. From here you create new jobs, follow-up on the ones currently in process and on each job you can add Schedules, Price quotes, Purchase orders, Invoices and Files. This is the front page showing you the jobs.
In the briefing tab you can either write a new briefing or import an existing one from a file. The briefing is a central document that is accessible for all users with access to the job, so make sure that it is accurate and up to date.
Note: the checklist content is copied from Settings/Dimensions/Job type
In the Scheduling tab you setup the time plan related to this job. The time plan is built up by Phases and Tasks. To create a new schedule you can use the Copy from button to insert a time plan from another job, use a template or convert the Price quote to a suggested plan.
The Price tab can be used to calculate the budget for this job. As with the schedule, the price quote is built up using Phases and Activities. On each price quote line you pick an activity defined by a role (like a project manager) and then the system will insert the correct hourly rate based on the price list attached to the job. Use the Copy From button to copy from another job, a template or convert the schedule to a price quote.
If you have expected purchases on the job you can add a Purchase order to:
A. have the expense added to the job before you receive the real invoice from your supplier
Note: if you want to see expenditure details, simply click on the Hours, Materials or Purchases tab.
Doing an invoice is more or less the same as doing a price quote. When you create a new invoice, you can use the Copy From button to copy another invoice, copy the content from the price quote or insert the expenditures. Remember, you decide what to invoice. Just add/remove lines from the grid and change the hours.
On each job you can upload any files related to the job. When you create the job, the system will automatically add a folder structure and create these folders on your local file server. You can then save your files directly on the file server or through WorkBook. In any case WorkBook will show the content of the job folder.
Resource Management / Scheduling views