Project Management

PT Project Management is a fully integrated system that can be used by any company with or without PT Account. The system uses (shares) the same data tables currently in use by Jobber and Accounting. Therefore, some parts are automatically and immediately integrated. The new system uses Microsoft Office applications and user maintainable Word and Excel templates for all of the documents. All finished documents are password protected from changes and can have a watermark imbedded to prevent change by those not authorized to do so. Through Microsoft Word and Excel, the documents can be printed, emailed, or faxed using the built-in functions and default fax and email applications of each individual user.

System controls are in place to protect and limit access to the critical accounting data. For example, PT Project Management and PT Accounting AP will share the company address book for all the data currently in the AP vendor file. The key accounting data will be read only for non-accounting users. Non-accounting users can add new companies but cannot assign vendor numbers. Once a vendor number is assigned the non-accounting users cannot change the key data. The company address book allows multiple addresses for each company. So, if the PM address needs to be different than the vendor remittance address, that can be done.

Subcontracts, Change Orders, POs/CPOs, RCOs, and OCOs are fully integraded with PT Accounting. The accounting data for AP commitments will require approval by accounting personnel before it actually becomes a commitment in AP.

Features and Functions

• Company Address Book / Project Address Book - Companies are assigned to projects.
  
• Daily Logs - Site logs with Activities, Weather, Safety, Visitors, etc.
  
• Call Logs - Telephone calls.
  
• Meetings and Meeting Minutes.
  
• PO - Purchase Orders, PO Change Orders, Contract POs and Contract PO Change Orders.
  
• Submittals.
  
• Transmittals.
  
• RFI - Request for Information.
  
• RFP - Request for Proposal or Pricing.
  
• RCO - Request for Change Order.
  
• OCO - Owner Change Order.
  
• SCO - Subcontractor Change Order.
  
• Subcontract Agreements with Contract attachments (lien waivers, scope of work, etc.).
  
• Correspondence - Unlimited user defined form letters.
  
• Attachments - Attach and save any Windows recognized extension to a Job (documents, spreadsheets, photos, etc.).