Save Time with Project Work Center

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.