How is [Assignee View] used?

-

 



[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.

Popular posts from this blog

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...
Read more

How to search for only the projects with a specific project number by using a keyword

-
Image
This introduces how to search for only the projects with a specific project number by using a keyword. 1. Enter a keyword in the above area of [PROJECT NAME].  2. Among the projects displayed, click the specific project number necessary to be sorted out.  3. Click the [Clear All] button below to delete the keyword in the search results. 4. Click the [Refresh] button below to initialize the search results.
Read more

Prerequisites for successful use

-
Image
Many users report that the registration email with the link is not properly received at their email boxes. To prevent this, a user must exclude the domain "etprocess.com" from the spam filter. In other words, "etprocess.com" should be listed in the allowlist. 
Read more