Project Management Video Training

The video in this article will walk you through ServiceTrade's Project Management feature.

Prerequisites

• Premium or Enterprise Subscription
• Account Admin Role or a Role with Project Management activities assigned.

Knowledge Prerequisites

This very advanced feature requires a deep understanding of ServiceTrade to use properly. Some of those topics include:

• Creating and Managing Quotes
• Creating Jobs from Quotes
• Item Service Granularity
• Job Item Vendor Sourcing
• Job Item Used on Dates
• Creating and Managing Invoices

If you are unfamiliar with these topics, please take our ServiceTrade Certification Courses and read the links above before watching this training video.

Video Walkthrough

This video will you through every Project Management feature, starting from a ServiceTrade Approved Quote. We also have articles for each of these topics if you have further questions:

• 2:23 - 8:19
  • Creating a Project (and a Budget) from a Quote
  • Managing Projects
  • Managing Budgets
• 8:20 - 21:07
  • The Performance Page (Item Used on Date and Total Incurred)
• 21:08 - 24:20
  • The Performance Page (Item Vendor Sourcing and Total Committed)
• 24:21 - 36:59
  • Creating and Managing Change Orders
• 37:00 - End
  • The Performance Page (Invoicing)

If, for someone reason, your quote was approved in an external system and you need to create a Project and Budget from scratch. Watch this video as well:

• Enabling and Managing Projects
• Creating Budgets for a Job (Project)
• Managing Budgets on a Job (Project)