Menu Item - Project Support
Open Project Support
Click on the Project/Bill Support Menu to Expand the Menu (see image below)
Upload Supporting Docs
This function allows the user to upload supporting documents to bill and will be part of the actual bill file
Click On Browse - Locate the PDF file you want to upload into bill file
Double Click on PDF file to load into the Upload Support Documents Dialog seen below
Once you are back to the dialog Click Upload to include file in the bill file
Important Note: PDF can cause the bill file to be very large in size.
To Delete an uploaded file - Select file in drop down and then Click on Delete
Bill Page - Support
- Once Support Docs are uploaded into bill there will create links on the Support Page (see image below)
Upload Project Photos
This function allows the user to upload supporting photo documentation to bill and will be part of the actual bill file
- Click On Browse - Locate the Image file you want to upload into bill file
- Double Click on Image file to load into the Upload Images to Photo Page (see Photo Page below)
- Once you are back to the dialog Click Upload to include file in the bill file
- Select File and then Enter Photo Caption and Photo Description then Click ENTER
- Important Note: Images can cause the bill file to be very large in size
- To Delete an uploaded file - Select file in drop down and then Click on Delete
Photo Bill Page
Menu Item - The Project Auditor
Menu Item - The Project Auditor Upload Master Files Open Audit Details Export Audit to Excel Print Audit Reports Apply Master Files to Bill Upload Master Files Click on the Project Auditor Menu to Expand to Sub-menus - Click On Upload Master Files ...
Menu Item - Project Cost Manager
Menu Item - Project Cost Manager Project Cost Details Entering Non Billable Cost Labor Cost Details Export Cost to Excel Print Cost Details Project Cost Details Click on the Project Cost Manager Menu to Expand to Sub-menus - Click On Project Cost ...
Menu Item - Project Files
Project Files To Expand Menu - Click On Click on Price Data File to Open Price Data Settings Page (see image below) Click on Project Settings File to Open Project Settings Dialog (see image below) Click on Administrative File to Open ...
Menu Item - Tools / Features
Menu Item - Tools / Features Export Bill to Excel Import Bill to Excel Export Labor Details Import Labor Details Export Project Details Import Project Details Export Daily Burn Rate Merge Bill Files Export Bill To Excel® Click on the Tools / Features ...
Menu Item - Secondary Reports
Menu Item - Secondary Reports Daily Labor Totals Daily Burn Rates Labor / Manager Ratio Allocation Summary Vehicle Summary Item Billed Summary Phase Code Reports Export Phase Code Reports Daily Labor Totals Click on the Secondary Menu to Expand the ...