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Projects work with other software components called Forms:
Form | DescriptionRelationships | |
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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 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 |