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Projects work with other software modules:
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Module
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components called Forms:
Relationships | |||
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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 individuals | Key | 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 PhasesRole | ||
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 |