New User Induction – All Things Project Management
INTRODUCTION TO JOB MANAGEMENT
Navigating the Jobs Module
Create a Job
SCHEDULING JOBS IN WORKBOOK
Create a Job Schedule
Allocate Resources
Adjusting the Timeline
The Task Card
Printing a Timeline
QUOTING IN WORKBOOK
The Quote Structure
Create a Quote
Add Quote Comments
Create a Billing Plan
Quote Approvals
Printing a Quote
PURCHASE ORDERS IN WORKBOOK
Create a Purchase Order
Printing a Purchase Order
INVOICING IN WORKBOOK
Create an Invoice
JOB MAINTENANCE IN WORKBOOK
Manage the Job Status
Approving Records
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The Quote Structure
New User Induction – All Things Project Management
The Quote Structure
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