So often, when working with a client to resolve a problem
with one of their projects, I’ll jump to menu 6-12 Project Work Center and plug
in the job number. The client then stops
me to ask what I’m doing. I realize that I have another opportunity to train
users about the usefulness of the Project Work Center!
Project Work Center was designed with project managers in
mind, bringing all areas of the program preloaded with the job number, into one
central work area. The best part of the
project work center is that one gets a much more comprehensive view of the data
related to a project. If you look at
Purchase Orders, your first screen is a complete list of all the purchase
orders for the project, from which you can select and drill down into each
record. If you look at Subcontracts or
Change Orders, in each case, you start with a complete list of all that data
for the project and you can drill down from there! Open Receivable Invoices/Credits and you see
all receivable invoices related to the job.
Open Payable Invoices and you see all open payable invoices for the job.
Any report related to a specific job is
preloaded with the job number to ease the process. The right side of the project work center
loads with a hot list of flagged items related to the project and summarized
data about the project. The menu
structure on the left side can be customized to trim out menu items that are
not used by a particular user.
Project Work Center, originally created for project managers,
can be an invaluable tool when performing Job Autopsies, or
whenever anyone needs to deal with one project at a time.
Call Mathieson Consulting for more
information and training.