How do I add a Break manually to a Timecard?
To add a break manually to a Time Card, go to the Menu and choose Time Cards. Scroll down to the bottom and select Modify Time Card and confirm the action.
On the right, you will see Add a Missed Entry. Once selected, a pop up will open where you can Add a Missed Break and enter the start date and start time of the break and click Add Entry to save it.
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How do I manually add items to a Purchase Order?
To manually add items to a Purchase Order, please go to the Menu and choose Purchase Orders and choose the PO from the list view that you want to add items to. Go to Edit mode which is the pencil icon on the top right and click Add Item to Purchase ...
How do I add items to my Schedule of Values manually?
To add items to my Schedule of Values manually, go to the Menu and select Projects and pick the Project you wish to add items manually. Click on the green pencil icon on the top right to enter Edit Mode and select the Schedule of Values tab. From the ...
If I don't Import the line items from Estimate and I add them manually, how does this affect the calculations in the Financial tab of the Project?
Adding items manually to the Schedule of Values (SOV) will not affect the Financials of the Project negatively in any way. One important note you must remember though is that the Schedule of Values amount and Estimate amount must match exactly or ...
How do I add an employee?
Employees, like other contacts, can be added multiple ways. You can add them manually or import them. To Add an Employee, go to the Menu > Directory > Add New... > Select Employee. To Import a list of Employees, go to Menu > Directory. On the right ...
How to add an item on the Schedule of Values?
Adding an item to SOV can be done in multiple ways. The best & quickest way is to Import. You can Import from an Estimate, Change Order or Work Order. You can also add an item Manually if the item is not in your database. To add items to SOV go to: ...