Projects - Overview
Updated
Projects - Overview
Projects are the core of JobPlanner. A project along with the Project Contacts can be created. Once a project is created, the following can be uploaded or entered:
- Drawings
- Photos
- Attachments
- Time cards
As well, Private Messages can be sent by Guest Users to the Project Adminstrator. See Projects - Private Messages.
In addition, Field Tools can be utilized to create and manage:
- Action Items
- Punch List items
- Schedules
- RFIs
- Submittals
- Daily Reports
Job Costing is also managed, with the ability to:
- Setup Cost Codes
- Create Contracts
- Enter Direct Costs
- Setup and Manage the Budget
- Enter Commitments
- Manage Invoicing
Also,
- Messages can be sent
- Bid Forms can be managed
Projects can be viewed in lists or viewed individually.
For each Project there is Dashboard which displays summary information about the project.
