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  • Crows Nest software is organized around Projects and Tasks.

  • Projects are the control center for contracts, scheduling, ordering and production.

  • Tasks are generated from plans and schedules, and assigned to Employees for completion.

Projects work with other software components called Forms:

Description

Form

Functions

Key

Contact or Business that plays a special role in a project

Role

The part played by an employee in a project

Forms

Business

Identity and contact information for vendors and organizations

Contact

Contact information for individualsKey

Contact or Business that plays a special role in a project

Project

Any plan or design that you use to accomplish a goal

Phase

Projects can be organized into sub-projects called Phases

Role

The part played by an employee in a project

Employee

A person employed for wages or salary at your business

Drawing

Technical drawing for a project

Transmittal

Documents transferred from one business to another

Request for Information (RFI)

Used to learn what a supplier can provide

Request for Quote (RFQ)

Used to get quotes for products or services

Change Order

Documents any work added or deleted from the original scope of a contract

Materials Request (MR)

Lists materials that will be needed for a project

Pick Ticket

List of items to transfer from the warehouse to a specific project

Manifest

List of items to be shipped for your project

Invoice

Statement of payment due for goods and services provided

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