M1's Project Management
M1 Business Analysis tools allow you to view pie charts, bar graphs, trend viewers, and calendars associated with your projects. In Integrated Modules, just select the project identification and you can view and drill down into all project-related transactions. Job Analysis and Job Status Report allow you to select the project identification to view, print, export, or email project reports.
Keep track of the various stages of each job in the project and the progress bar provides you a visual representation of the status of the job. Compare your estimated job costs to the actual costs as the job progresses. You can even look at the scheduling board and see job status and capacity constraints by project.
Project identification
A Project Identification number allows you to link quotes, follow-ups, attachments, calls, orders, jobs, purchase orders, receipts, shipments, leads, accounts receivable, and accounts payable invoices. Project types are user-defined and allow you to manage groups of projects by type.
Project manager
A Project Manager can be assigned so you can view and track their progress and activity.
Project entry screen
At the Project Entry Screen, you can view and manage all related documents for a specific project, including calls, attachments, quotes, etc. You can even enter follow-ups that integrate seamlessly with Microsoft Outlook so you can review milestone achievements.
Knowledge base
There are numerous methods of viewing project activities within M1 Project Management. Searches allow you to view current open projects, newly created projects, and projects marked for follow-up. The project status report allows you to view the percentage of jobs completed.