Advanced Projects

The advanced approach to projects is applied to projects that require long-range planning to chart the sequence of activities involved in the completion of the project. This approach includes using additional features of the WebTMA Projects module.

Advanced projects track the cost and budgeted amounts as well as purchase orders for the work.

You can set project tasks to define the activities that are performed at a later date. When it is time for the work to begin, create project work orders for the line items. If you prefer to automate creating project work orders, use Batch Management and the Add Project Task Generation feature. Resources such as labor, materials, and other charges required to fulfill each of the activities can be viewed as well.

See Also

Project Implementation

Basic Projects

Tracking Costs

Request Templates for Projects

Customer Surveys for Projects