Project Buttons



Project Buttons


Budget

The Budget button supports creation of a high-level component budget or a detail budget at the sub-component level. This screen summarizes the Actual Labor from a compilation of time spent multiplied by the user’s bill rate alongside the Actual Parts costs from the Invoices screen. (fig: 9.1). Scroll down the screen to see the other six Project related buttons. The budget listing can be edited by adding or deleted Components button.

To build a budget, touch on any Component line item in the listing. This will bring up the Component Detail screen. Then touch on any Sub-Component line item to see/edit the Name, the Description, and the Cost. You can be as specific or as ball park as you prefer. These values will all roll up to the Component Total and the Total Budget for the Project ( fig: 9.2 ).
Tip: If you do not want to budget at the Sub-Component level, you can add a Sub-Component to each Component that says “Overall” and enter one cost line item for the entire Component (or just enter the amount in the top line Sub-Component).You can export your Budget to Microsoft Excel by selecting the | Report | button. The entire budget broken down by its various components and sub-components will be emailed to your profile email account

Tasks

The Tasks button has a Task Listing which leads to an Task Detail screen. Each task will have a listing on the Task Listing screen that summarizes who the task is Assigned To, the Description, the Scheduled Completion Date and an indicator to show when the Task is Completed. Scroll down the screen to see the other six Project related buttons. (Fig: 9.3)

Touching on the Task Comp.: slide button to turn it green will indicate the task is complete and remove it from the listing.

The | Show Tasks in Progress | button allows you to toggle between seeing only those tasks pending, or all tasks including pending and completed. The Task Comp. slide button can be switched at any time to make the task appear or disappear from the Task Listing.

You can export your Tasks to Microsoft Excel by selecting the | Report | button. The entire Task Listing organized by Asset Owners and Contributors will be email to your profile email account.

To add a task, touch the Add New Task white text in the upper right black bar. This will bring up the Task Detail screen where the particulars of the task can be entered (Fig: 9.4). The Project Short Name comes from the Main Project Screen and must be edited on that screen if needed. You enter the Task Description which will appear in the Task Listing. You can select the Component and Sub-Component, Scheduled Start and Scheduled End. You can Assign To other contributors if you have added other users in the Settings tab. (See Settings – Add Users in this User Guide) You can estimate the Time to Complete, and if you plan to Outsource the task, you can select a vendor from your Vendor Listing in the drop-down. (See Settings – Add Vendors in this User Guide)

To edit an existing task, touch the listing to bring up the Task Detail screen, edit the fields, and save. Selecting the | Delete | button will delete the award and its detail from the listing. This action CANNOT BE UNDONE. You will be prompted to verify deletion. Please proceed with caution for any deletion!

Time

The Time button has a Time Listing which leads to a Time Detail screen. Each time entry will have a listing on the Time Listing screen, sorted by individual contributor, that summarizes the Date Completed, the Activity Description, the Time to Complete the activity. Scroll down the screen to see the other six Project related buttons. (Fig: 9.5)

You can export your Time to Microsoft Excel by selecting
the | Report | button. The entire Time Listing organized by Asset Owners and Contributors will be emailed to your profile email account.

To add a Time record, touch the Add New Time white text in the upper right black bar. This will bring up the Task Detail screen where the particulars of the task can be entered. (Fig: 9.6). You can enter your own time (default assignment), or Assign To other contributors if you have added other users in the Settings tab. (See Settings – Add Users in this User Guide) Select the Day Worked, the default is the current date. You can enter Hours worked to complete the activity, and if then provide an Activity Description. Then select the Component and Sub-Components for reporting.

Lastly, if you want the device to automatically calculate your Start Time and Stop Time, simple open a New Time record, compete the Activity Description, and then touch the | Start Time | button to mark the start time stamp. When you are finished with the task, return to the time listing record and then touch the | Stop Time | | button. The time spent on task will be recorded in the Hours field. You can override this by typing over the time. Caution, if you override the Hours, you cannot return to the time stamp amount.

To edit an existing task, touch the listing to bring up the Task Detail screen, edit the fields, and save. Selecting the | Delete | button will delete the time record and its detail from the listing. This action CANNOT BE UNDONE. You will be prompted to verify deletion. Please proceed with caution for any deletion!

Parts

The The Parts button has a Parts Listing which leads to a Parts Detail screen. Each part entry will have a listing on the Part Listing screen, sorted by Components, that lists the Short Parts Description and the Total Cost. Scroll down the screen to see the other six Project related buttons. (Fig: 9.7)

Touching on the Received slide button to turn it green will indicate the part has been ordered and received, and remove it from the listing.

The | Show Parts Received | button allows you to toggle between seeing only those parts that are Received, or parts that have not been received. The Received slide button can be switched at any time to make the part appear or disappear from the Parts Listing.

You can export your Parts to Microsoft Excel by selecting the | Report | button. The entire Parts Listing organized by Component and Sub-Component will be emailed to your profile email account.

To add a new part record, touch the Add New Part white text in the upper right black bar. This will bring up the Part Detail screen where the particulars of the part can be entered. (Fig: 9.8). You can enter the OEM Part Number if known, a current Vendor Part Number if known, and both a Short and Long Parts Description. Enter the Quantity (Qty) needed and the Unit of Measure (UoM). Enter the Price per Unit and the App will calculate the Total Cost based on the Quantity and Price per Unit. Then select the Component and Sub-Component for reporting. If you have a preferred Vendor, you can select a vendor from your Vendor Listing in the drop-down. (See Settings – Add Vendors in this User Guide)

To edit a Part Listing, touch the listing to bring up the Part Detail screen, edit the fields, and save. Selecting the | Delete | button will delete the part record and its detail from the listing. This action CANNOT BE UNDONE. You will be prompted to verify deletion. Please proceed with caution for any deletion!

Invoices

The Invoice button has an Invoice Listing which leads to an Invoice Detail screen. Each invoice entry will have a listing on the Invoice Listing screen, sorted by Vendors, that lists the Invoice Number the Invoice Date and the Cost. Scroll down the screen to see the other six Project related buttons. (Fig: 9.9)

You can export your Invoices to Microsoft Excel by selecting the | Report | button. The entire Invoice Listing organized by Vendor will be emailed to your profile email account.

To add a new part Invoice, touch the Add New Invoice white text in the upper right black bar. This will bring up the Invoice Detail screen where the particulars of the invoice can be entered. (Fig: 9.10). You choose the Vendor first from the drop-down of Vendors in your Vendor List. (See Settings – Add Vendors in this User Guide)

Enter the Order Placed date and the Order Received date if it has been received. Add the Invoice Order Number for reference along with the Invoice Description and Notes. Then from the invoice, enter the total Part Cost, any Vendor Discounts received, the Taxes and Shipping to get the total Invoice Amount. If you want to deduct anything from the invoice, enter that Deductions amount. If there is a Parts Markup entered on your Main Project Screen for this project these figures will be totaled to provide the Net Invoice Cost to the project.

To edit an Invoice Listing, touch the listing to bring up the Invoice Detail screen, edit the fields, and save. Selecting the | Delete | button will delete the invoice record and its detail from the listing. This action CANNOT BE UNDONE. You will be prompted to verify deletion. Please proceed with caution for any deletion!

Notes

The Notes button has a Notes Listing which leads to a Notes Detail screen. The note functionality is the same in both the Collections and Projects Notes Screen. (Fig: 8.4).

Each note will have a listing on the Note Listing screen that summarizes the Note Title, and the Note Date. Scroll down the screen to see the other nine Collection related buttons.

To add n note, touch the Add New Note white text in the upper right black bar. This will bring up the Note Detail screen where the particulars of the note can be entered. The Note Title appears in the listing for organizational purposes so make the title something that is indicative of the note such that it is easy to recall in the Note Listing. The Note itself can be as long as you need it. Select the Note Date from the drop-down and select the Note Source from the drop-down choosing between Phone, In-Person, Forum, or Other source.

Since the Note function can apply to a Collections asset or a Projects asset, there is a Note Class drop-down where you designate whether this note is to appear in the listing while it is a Project, or when it is in Collections, or when it is to appear in Both places. This selection can be changed at any time.

 

To edit an existing award, touch the listing to bring up the Award Detail screen, edit the fields, and save. Selecting the | Delete | CANNOT BE UNDONE. You will be prompted to verify deletion. Please proceed with caution for any deletion!

Forum