Projects

Overview

The first sub-menu under projects is the projects menu itself. Here you take the first and most important step to managing your project; creating it. The Project Entry/Edit menu will open up the main project management screen. If you do not know the name or number of your project you can press F9 in the Project Number field to look it up.
The Coordinator screen was developed to streamline the efforts of project coordinators to only deal with PO's and vendors. This screen exemplifies our management by exception philosophy; we direct your attention to what needs to be addressed. The project menu will also allow for the creation of operating manual indexes, these are printouts of the project equipment and the company that services them, they can be supplied to the customer upon completion of a project or delivery of equipment.
Within the projects menu you will also find a serial number entry screen and expense entry and processing screens. These menus are only for use with projects and are separate from the overall functions of TRX.