Manufacturing & Distribution

Project Tracking

The simple layout, drop-down list boxes, and on-screen hyperlinks let users quickly create projects.

Overview

·  Manage prospect and customer information — Store contact information, such as client ID, company name, address, phone numbers, contact names, web address, account executive, date entered, date last updated, and a comments area for a description of the project. Available enterprise dimensions fields enable companies to create a structural hierarchy that provides filtering and reporting at the project level. For example, Company, Division, Site, and Department. Each dimension is linked to a selection list that is also user-defined.

·  Track multiple orders per project — Use the Documents tab to add or view the documents that relate to each project, such as quotations, RMA’s, sales orders, vendor returns, warehouse transfers, and work orders. Sort the list by document date and type, and also drill down into the specific document by clicking on a hyperlink.

·  Monitor project cost and profitability — Continually view, add or update sales plans, budgets, cost-analysis documents, etc. that are tied to the applicable project. Track labor, purchases and manufacturing in the context of the project. Also, use GBMS’ standard reports to quickly identify project information.

·  Limit what users can view or edit in the project — Using GBMS’ Roles & Privileges features, you can control exactly what a user can see or access in a project. For example, dictate whether users can add, delete, edit, or even view projects.

Features & Functions

Image 1: Project—General tab
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GBMS White Paper

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Projects provide a centralized location for grouping related documents, such as quotations, sales orders, purchase orders, and work orders, under a higher level ID. GBMS’ project management features enable multiple users to contribute to a common job, and provide a more conceptual view of customers’ pending and completed orders. This allows companies to effectively plan and monitor both internal and external projects. Users can access this project information via GBMS’ Projects screen, which summarizes the related details.

Each project is divided into sections using a tabbed interface. While some tabs are inherent to the project, companies can enable user-defined tabs to show additional data items. The project tabs store detailed contact information, user-defined notes and dimensions. Also, users can view, edit or add documents (e.g., sales orders, budgets) to the project, as well as add attachments that are associated with the project, such as Word documents, spreadsheets, scanned copies of order-related lists, HTML pages, image files, and design galleries.