Entering the sales and cost amounts directly from the project list

-

A user can change the sales and cost amounts directly from the project list.

Although you've already created a project and sent the job request to a resource, you can directly revise the project list's values by double-clicking the cells to be touched.

Please be noted that doing this can make some stats (EXP EXT COST, ETC, and EXP GM, etc.) changed accordingly. 

 


Popular posts from this blog

How is [Assignee View] used?

-
Image
  [Assignee View] is one of search options used to sort projects in the project list by Assignee type (“Vendor” or “Employee”). Under [Assignee View], select Vendor Only to display only the Vendor’s task from the screen, or Employee Only to display only the Employee’s task.
Read more

Basic workflow on ETprocess

-
Image
 The basic workflow on ETprocess is as follows: 1. Create a project If you have a long-term project, you need to select a parent project. If it's an intermittent and short-term project, please select a child project. If a subsequent project is necessary to proceed, a PM (or sub-PM) can add a sub-project. 2. Assign the task to the resources If a project is created, you need to assign one of the tasks included in the project to one of the resources in the database. Once the task is assigned to someone, you may add a sub-assignee to assign the subsequent task. 3. Issue the PO Once a task is completed (click the CPL button), a PM (or sub-PM) has to issue the PO for the assignee.  4. Deliver the project If all the tasks are completed, a PM (or sub-PM) can make the project status delivered by clicking the Deliver button. 5. Receive the PO and Issue the Invoice If the customer issues the PO for the project, a PM (or sub-PM) needs to enter the PO number in the PO NO column. Doing this make
Read more