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App Setup

SI 5 Settings

Laura loaded the SI 5 software and Marge helped with the setup process.  They opened the SI 5 Navigator and started with the setup tab.

Application Settings

Setup tab -> Application Settings tab

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They setup their Company Information with logo, Misc. Parts Factor and Tax information. 

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Scrolling down in list you see the list of project statuses.  Project Statuses are an internal way of communicating where each Project stands.  They have determined that these statuses best represent their current business process.

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Application Project Settings

Setup tab->Application Project Settings tab

Phases

Then they setup their labor information for each project phase.  As noted above, they do not add a Misc. Parts % for items sold in the Rough-In phase. For more information on Misc Parts % as well as Equipment %, see the SI 5 User’s Guide. 

File:SI5_Tutorial/Settings/image006.jpg

Contract Percentages

They use the following contract percentages for the majority of their projects:

File:SI5_Tutorial/Settings/image007.jpg

Formatting

Setup tab -> Formatting tab

They chose the following formats for their Component ID and Project ID:

File:SI5_Tutorial/Settings/image008.jpg

Work Order Settings

They have setup both Calvin and Hobbes as “resources” for Business Manager.  Resources are assigned to Work Orders.  They created them as Individuals and also as a Group for when they are sent out to jobs together.

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Phase Settings

GVL wants to improve their ability to accurately forecast labor on proposals.  They use QuickBooks to track project timesheets and job cost information. Mike and Marge met with the accountant to determine fully burdened labor rates for the staff.  They were particularly interested in direct labor costs.  These are cost that are directly associated with the delivery of a project.

Database

They spent several days setting up their SI 5 database.  Some examples of how they accomplished this are shown here:

Downloading data: http://www.screencast.com/t/D4qYM0hGlo

Editing Data: http://www.screencast.com/t/XQlT17CH8N

Creating a Package: http://www.screencast.com/t/iZ0BHFiC_r

 

 

 

 

Last modified
16:37, 26 Nov 2013

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