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Setup

Setup. Seth Enos Client Services. Put Phones on Mute – NOT on hold Hold questions until end or asked Let me know if you have trouble seeing or hearing Collapse the GTM interface. Materials for this session are available at: http://www.d-tools.us/showthread.php?t=1497.

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Setup

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  1. Setup Seth Enos Client Services

  2. Put Phones on Mute – NOT on hold • Hold questions until end or asked • Let me know if you have trouble seeing or hearing • Collapse the GTM interface

  3. Materials for this session are available at: http://www.d-tools.us/showthread.php?t=1497

  4. New User Webinar Series Orientation – Overview of resources and material available and overview of SI 5. Frequency – Every Wednesday Setup – Overview and discussion of setting up the SI 5 application. Frequency – Every fourth Thursday (beginning 8/16/07) Database – Overview of setting up your SI 5 Product Database. Frequency – Every fourth Thursday (beginning 8/23/07) Project – Overview of creating a project in SI 5. Frequency – Every fourth Thursday (beginning 8/30/07)

  5. Preparation Read the Pre-Implementation section of the SI 5 User Guide

  6. Setup Three Main Sections of Setup • Application Settings • Application Project Settings • Formatting

  7. Application Settings • Company Information • Project • Price • Tax • Clients • Contact Groups • Staff Types and Members • Project Statuses • Project Custom Property Name Settings

  8. Application Project Settings • Location Types and Locations • Zones • Phases • Contract Percentages Labor Calculation Spreadsheet: http://www.d-tools.us/showthread.php?p=3104#post3104

  9. Formatting • Component ID • Project Number

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