Setup

SETUP

When starting with a brand new Manage360 site, you will have a blank slate. The following is a list of the things that you must enter before you can build an estimate:

  • Division setup
    • Budget
    • Overhead Markups
    • Warranty Markup
    • Labor Burden Markup
    • Default Profit Margins
  • Costbook Setup (your requirements may vary)
    • Import Plants
    • Import Materials
    • Labor Types
    • Labor Rates
    • Equipment
    • Subcontractors
    • Kits (optional)
    • Services (maintenance only)
  • Customer List
    • Import from spreadsheet, or
    • Import from QuickBooks (Tier II only), or
    • Start fresh and add new accounts as you need them

Gathering this information and entering it into Manage360 is your first task. Since you are just getting started, you have the opportunity to try out different things before committing to a specific overhead recovery model or workflow/naming conventions. Putting serious thought into your setup from the beginning is very important, as the data you bring into Manage360 is the data that you will use to build estimates. This guide will cover all the things you need to know in order to have a successful setup.

Continue on with this guide to learn more about the setup:

  1. Budget
  2. Material Import
  3. Plant Import
  4. Account Import
  5. Settings & Configuration

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