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User Setup
Use this screen to add/remove users from the system. Use must complete PERMISSIONS SETUP before attempting to use this screen. This screen has a default view that will show a number of columns for all employees. You can create your own views by ...
Add a User
To add a new user to the application: Go to Setup/User Setup Change the view to ALL EMPLOYEES Step 1 - Find and Activate a Person SEARCH for the user using the search box using the first few letters of the person's first name or last name Enter the ...
Give a User Permission to a Job
The accounting system has a field for the following people on a job: Project Manager Super Estimator These people are transferred from the accounting system and will automatically be given permission for that job, as long as they are users in the ...
Notifications
The system will send email notifications to users when reporting of progress (percent complete or production units) is overdue. You can control the filters related to notifications on the company setup page under "Notifications Setup". Filters ...
Release Notes August 2022
Notifications System A new notification system is available. This will send email reminders to user when percent complete of production units reporting is overdue. There are two report styles available: Summary or Detailed. You can control what ...