Good project management is about more than schedules and task lists. It needs visibility, structure and control across people, time and money. The Learning Pathway for Project Managers brings these together to help you manage projects with confidence, from first contact to final delivery.
💡These topics focus on using transactions, calendars and the Service Manager to manage projects.
Items are the raw materials and finished goods used in production. Items can also consist of assemblies and costings (e.g. Item: Paper + Item: Ink + Task: Design + Task: Print = Item Finished Good: Brochure).
Item Prices Explained: Explains the various prices and how they are calculated and applied to transactions.
Item Categories: Explains the fields, buttons and features for creating or editing categories and provides step-by-step instructions for creating and editing these categories.
Item Attributes: Attributes are additional information that is added to items. These can be fixed sets that are used for estimating or custom sets. This article explains the fields, buttons, and available features for creating or editing attributes. Lists all the available attributes. Provides step-by-step instructions for adding attributes to items.
Calendars can be used as a standalone module or integrated with transactions to manage the resources (e.g. personnel or machines) needed to produce the items. Calendar Types create a template for a specific calendar.
Calendars and Transactions: Step-by-step instructions for setting up and entering transactions to integrate with calendars.
Transaction Types
Transaction Types create the rules and environment for capturing transactions: which accounts can be debited or credited, how VAT is treated and which features (e.g. calendars, estimating) are available.
Transaction Types List View: Explains the fields, buttons and features for displaying a list of Transaction Types.
Transaction Types Edit View: Explains the fields, buttons and features for creating or editing Transaction Types.
Transaction Type Tutorials: Step-by-step instructions for creating Transaction Types. Each tab (1 – 5) is explained in detail below:
Transaction Type Settings:Part of creating Transaction Types. Explains the available settings, when to apply them and how to add them.
Followers:Part of Transaction Type settings. Followers are the email recipients who receive the output (e.g. quotes, invoices). Provides step-by-step instructions for using the Followers feature.
Copying Transactions (Copy Rules):Part of creating Transaction Types. Explains the rules that determine when a transaction can be copied to create a new transaction (e.g. Quotation to Customer Invoice). Also explains how to set up the manual or automated copying of transactions.
Linking Transactions:Part of Copying Transactions. Background information on what a transaction flow is and how it is created.
Transaction Type Statuses Interface and Tutorials:Part of creating Transaction Types. Explains how to create and edit statuses, including rules such as when a transaction can be edited, is posted to the ledger or affects inventory.
Transaction Categories Interface and Tutorials:Part of creating Transaction Types. Allows transactions to be grouped to extract analytical data from them. Explains the fields and buttons, and provides step-by-step instructions for creating and editing categories.
Transaction Types Output Tab:Part of creating Transaction Types. Output refers to the forms or documents that are created from the transaction (e.g. Quotation, Invoice, Worksheet). Explains how to link Output to the Transaction Type, and the related settings.
Transaction Type Examples
Screenshots and brief explanations of various Transaction Types.
The Service Manager can be used to create and manage project tasks. Service Types create the rules and features of service tickets. Project Templates are created to manage projects.
