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How to Create Activities
This article will help you to setup Activities for the Project Project activities are the individual actions, and processes that need to be carried out to complete a specific project. Navigate to the Web Portal and login On the left-hand main menu, ...
How to Create Supplier Quotes
Follow the Process to Create Supplier Quotes Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Supplier Quotes Click on "Add a New Record" or use the "+" sign to initiate the creation of a new Supplier ...
How to Create Bills
Follow the below steps to Create Bills Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Bills Click on either "Add New Record" or the "+" sign to initiate the creation of a new Bill. Choose the Supplier ...
How to Add Site Materials
Site materials refer to the various materials and supplies used in a project. Load dockets in a construction company typically serve as documentation for Site materials being delivered or removed from a site. Follow the below steps to Add Site ...
How to Create Service Plan
Follow the steps below to create new Service Plan Navigate to the Web Portal and login On the left-hand main menu, select Assets->Asset Settings Click on Update Service Plans Click on + sign to add a new Service Plan Enter Service Plan Name Click on ...