Setup
Job Review Setup
The job setup screen will let you define the Categories that you want on the job review screen. Add a Category To add a new Category, click on the ADD CATEGORY button. In this dialog box you can set the name of the Category. It is best to use short ...
Implementation Planning
After the initial setup is complete, JobSiteForecast needs to be implemented in stages. Training for the various departments can be combined into one or two sessions. Labor Reporting We generally recommend that the labor reporting module be ...
Schedule Grid Setup
On this screen you can define the default settings for the Gantt schedule. Column Setup This is the full list of columns that can appear on the left side of the Gantt schedule. Check off the columns you want to show by default. Any new jobs will then ...
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 ...
Company Setup
These are the main setup entries for your company. The top section shows some basic information about your company. These cannot be edited. ERP System Setup This section is used by JSF to connect to your Spectrum ERP system. Data Filters Setup This ...
Work Package Profile Setup
This is where you define all your trades or shop departments. You may have departments such as Controls, Electrical, Mechanical, Sheet Metal, Framing, etc. To enter a profile click on the NEW PROFILE button. This will open a dialog box. Dialog ...
Drawing Profile Setup
This screen allows the user to setup a few custom fields if required. Entries here will add columns to the shop drawing log. It is best to keep the descriptions short.
Workflow Setup
The screen has three workflows that you can setup. Drawing Shop Field Each one can have different workflow steps. Columns Step - this is the step number in sequence. The first step is the default when a new task is created. Drag ...
Phase Code Screen
This screen loads all the phase codes from all the active jobs into one grid. This allows the user to manage phase codes across multiple jobs at once as opposed to going to each individual job. For instance the CAD department can setup a view ...
Calendar Setup
The calendar setup screen allows you to setup calendars that can be used on the Gantt scheduling screen. Calendar Settings Calendar Name Set as default Allow Saturday as work day Allow Sunday as work day Set hours per day One of these calendars must ...
Permissions
Permissions in the system are controlled by the user's ROLE. This screen lets you setup and number of roles, and set the access levels for each role. The grid on the left controls the major menu item the user has access to. The grid on the right ...
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 ...
Master Category Setup
This screen must be setup before setting up Master Phase Codes structures. The objective is to use common descriptions across all your phase code structures in order to keep this clear and concise for your users. Setup the minimum number of ...
Master Phase Code Screen
Before setting up this screen, you need to first setup the MASTER CATEGORY SETUP screen. This setup screen is designed to break the phase code into segments, and then assign descriptions to the codes inside each segment. Example: Phase Code Structure ...