Applications › projects management
Overview
Projects Management supports the administration of project-related work across the business. It provides a central area for Sales representatives, Account managers, Project managers, Purchasing officers, Warehouse managers, and Finance officers to review and maintain project information.
The area includes the Projects Management screen, along with related Orders and Delivered Orders screens. These records help users work with project activity and its associated order and delivery information.
Project managers can use this area to keep project records current, while other operational teams can refer to the related order and delivered-order information when coordinating sales, purchasing, Warehouse activity, and Job Profitability.
What you can do here
- Use Login to access the Projects Management application.
- Use Select to choose a project, order, or delivered-order record for review or editing.
- Use Save to save changes to the current record.
- Use Save and Close to save the current record and close it.
- Use Delete to remove the selected record.
- Use comments to add or review comments associated with the current record.
- Use Undo and Redo to reverse or reapply recent changes.
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