Projects provide a central location for grouping related documents, such as: quotations, sales orders, purchase orders, and work orders; under a higher level group. This product will allow multiple members of your staff to contribute to a common job; and hence providing a wider view of customers' pending and completed orders. By implementing this project tracking feature you can effectively plan and monitor both internal and external projects; allowing all users to access the project through the GBMS Project screen. Each project in the system is divided into sections, either user-defined or pre-existing. Each section contains detailed contact information, as well as user-defined notes and dimensions. Documents attached to projects can be viewed, edited, or added from inside GBMS or from other programs. The Project Tracking Module allows you to manage prospect and customer information; the system does this by storing client ID, company name, address, phone numbers, contact names, web address, account executive, date entered, date last updated, and a comments area for a description of the project. You are also given the ability to track multiple orders per project, by viewing the attached documents. This project tracking software allows you to monitor project cost and profitability, by automatically updating costs and comparing them to budgeted amounts. Finally, to improve security, you can limit what users can view or edit in the project by setting clearance levels.
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