General:

Production manager is in charge of managing the production portion of the project.

 

Project management consists of the following features:

Create a new project or a child project of an existing project.

Assign scheduled expected payments.

NOTE: Expected payments dates are usually an estimation based on the project start date. 

Assign relevant contractors.
NOTE: You can input get a few bids from a few contractors.

Input invoices.

NOTE: You can partially pay an invoice by assigning a partial payable check to the required invoice.

Assign tasks to relevant personal.

NOTE: Use the tasks template system to create a template consisting of similar tasks.

Input payables into the accounting portion.

Input receivables into the accounting portion.

 

Standard project management company polices below:

Create a new project and pull the lead from the dispatch screen only when you get the physical copy of the contract and the deposit.

Attach payables to invoices you input in the system.

Attach receivables to scheduled payments. A payment has to be a similar amount to the scheduled payment!
If the received payment doesn't match the scheduled payment amount make sure to change the scheduled expected payment amount to match the received payment. Change the rest of the scheduled expected payments accordingly. 

 

Money Request (invoice received) -> fax/email/verbal request.

Data Entry (Invoice input) -> Invoices Screen.

Invoice approval (Inv ok/not ok to pay) -> Invoices Screen.

Create NEW payable request (new payable check request) -> Create Payments Screen.

NEW payable request approval (new payable check approval) -> Approve Payments Screen.

View ONLY approved payments to issue -> Issue Checks Screen.

QB processing -> QB

QB check data entry (approved check -> paid check) -> Issue Checks Screen.