Project Management Overview

With the help of the system's Project Management (PM) module, you can manage all of the inner workings of your company with ease.

The PM module conveniently allows you to create and assign projects, tasks, and events, manage contacts (whether individuals, companies, or employees), and even keep track of employees' work hours and progress, all in one place.

The following sections will outline and provide in-depth explanations of all of the various Project Management functions:

• Project Management Overview
• Project Management Topic Help
  • PM Topic Help Overview
  • Adding New Companies
  • Finding/Modifying Company Information
  • Creating New Tasks
  • Finding/Modifying Tasks
  • Using The TimeCard
  • Adding New PM Users
• Project Management Section Help
  • PM Section Help Overview
  • PMS
  • CRM
  • Vendors
  • PMS Users
  • Local Events
• Project Management Setup
  • PMS Setup Overview
  • General PMS Setup
  • Projects Setup
  • Tasks Setup
  • Calendar Events Setup
  • To-Do's Setup
  • PMS Quality Setup
  • Local Event Types Setup
  • PMS Messaging Setup
  • PMS Notifications Setup
  • PMS Weather Setup
  • RMS Setup