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Table of Contents
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Overview
The Project Coordinator screen takes coordination to a whole new level through management by exception. This screen allows coordinators to key in critical dates based on PO acknowledgements and monitor the project against those dates. The screen has three major views to draw attention to areas that need follow up; each view containing more detailed information on the vendor and the items that you ordered from them.
Manufacturers View
Purchase Order View
PO Detail View
There is a color-coded system based on critical dates to draw your attention to items that need to be looked at. Those colors are based on the dates that the PO was received and the actual shipping and receipt dates.
Important Note: The screen was developed for Project Coordinators to enter information based on follow-up calls to manufacturers and job sites. The color-coding is based off fields that need to be manually entered for this reason. To smaller organization this may seem a little counter intuitive and for that reason we have added an option for someautomation for some automation in the Projects Setup screen (a checkbox to use the PO receipt date as the "Actual Receive Date"). This screen is intended to be an actively managed screen and not just a reference.
Black Status – There have not been any PO's cut for this manufacturer.
Green Status – There are no pending issues that need to be resolved for this manufacturer.
Yellow Status - Possible problems such as no estimated shipping date entered or the shipping date is within 5 days and needs to be followed up on.
Red Status – PO has been created but the estimated shipping day is today or has passed.
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