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DPC - Quick Start Guide - 01.04 Database Masters Changes

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Now that you have your program and database Options setup, it is time to do a little more setup on your database - specifically, the Masters.

Job Statuses

checkbox   Open Master>Job Statuses

OST and DPC Job Statuses Master list

checkbox   Set your SOLD status to Lock Bid (this sets all bids in Sold status to read only)

checkbox   Create a new status called "In Progress" (if it doesn't already exist)

Employees

checkbox   Open Master>Employees

OST and DPC Master Employee list

checkbox   Add Project Manager and Foreman (or Foremen...)

Must include:

checkbox   First and Last Name

checkbox   e-mail address

checkbox   Employee Number

checkbox   Payroll Class

OST and DPC employee detail

That's it for program and database setup. You can also import a list of employees. See "Work Crew" under Related articles for more information.

previous article arrow DPC - Quick Start Guide - 01.03 Setting OptionsDPC - Quick Start Guide - 02.01 Overview of using Project Express with DPC next article arrow



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