Project Management Web Application (PMWA) is a web based application used to assist the low voltage installation community with Project Management. The key feature to PMWA is you can access it from any PC Internet connection. It is divided into 3 modules, Sales (completed 1/06), Production (Completed 9/06) and Service.

The modules are intergrated to provide seamless access throughout. The security portion of PMWA allows the administrator to set different access for those who have the "need to know" for information in a particular section.

The scheduling portion, in the Production Module, is perfect for your job scheduling. Each option has a set number of rough, trim, install and program hours. When the job is ready to be scheduled, PMWA will automatically calculate the total man hours needed to complete the project based on the hours you specified at the option creation.
You can adjust these hours at a later date with the admin inteface. There is a tech availability function and conflict notification as well..

The feature rich Service Module is still under development.

This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage User under User on the menu at the top.
2. Click Add New... on the "fly out" menu
3. Choose Role
4. Choose Team
5. Choose Employee Type
6. Enter the User's Userame
7. Enter the User's Password
8. Enter the User's First Name
9. Enter the User's Last Name
10. Enter User's Initials
    2 alpha characters
11. Choose the role or Roles the User has in the company.
    Sales, Warehouse or Accounting for example.
12. Click on Submit Button
    Be sure to go back and give them permissions.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage User under User on the menu at the top.
2. Click on it to bring up the User Administration Page.
3. Click on the on the right side of the page
4. Modify the information
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage User under User on the menu at the top.
2. Click on it to bring up the User Administration Page.
3. Click on the on the right side of the page
4. Confirm Deletion.

This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

Project Management Web Application (PMWA) has various levels of access. They are defined as:

1. Read
   This level allows users to read information only.
2. Read / Write
   This level allows users to read and write information not already filled in.
3. Read / Write / Modify
   This level allows users to read, write and modify information not already filled in.
4. Read / Write / Modify / Delete
   This level allows users to read, write and modify information not already filled in as well as delete records and information.

The permission levels can be modified under the modify user page by clicking the link. Choose the level of permission from the drop down list and then click submit.

This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage Builder under Builder on the menu at the top.
2. Click Add New... on the "fly out" menu
3. Enter the Builder's Name
4. Enter Builder's abbreviation
   2 alpha characters
5. Enter the Builder's Number
   If applicable. Can be used for company numbering system.
6. Enter Builder street addresses
   Use address two for suite or floor number.
7. Enter Builder's city
8. Enter Builder's state
   You must have states entered into the database. This will allow the system to fill in this information automatically when it is chosen.
             If the state is not available, please see how do I add a State
9. Enter Builder's zip
10. Enter Builder's phone and FAX numbers
11. Enter Builder's main POC email
    This can be the builder's general email.
12. Point Of Contacts
    Name of POC's at builder
13. Cut off days
    The builder's set number of days from the contract time the home owner has to make changes
14. Buildere's Website
    This is used for the link on the builder's default page and the builder's website link on the cart menu.
15. Comment
    Any additional comments for internal use.
16. Room
    Types of rooms associated with the builder. ie Recreation room, media room and sunroom.
              If the rooms have not been defined, please see how do I add a Room
17. Shopping User Login
    If your cart is secured from the general public, then choose yes
18. Update builder login
    Add or change builder login information.
19. If the cart requires a login for use, add shopping user information.
20. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Builder under Builder on the menu at the top.
2. Click on it to bring up the Builder Administration Page.
3. Click on the on the right side of the page
4. Modify the information
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Builder under Builder on the menu at the top.
2. Click on it to bring up the Builder Administration Page.
3. Click on the on the right side of the page
4. Confirm Deletion.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage House Type under Builder on the menu at the top.
2. Click Add New... on the "fly out" menu
3. Choose Builder
   If the Builder is not available, please see how do I add a Builder
4. Enter the House Type name
5. Select Floor Plan
   If the Floor Plan is not available, please see how do I add a Floor Plan
6. Enter House Type description
7. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage House Type under Builder on the menu at the top.
2. Click on it to bring up the House Type Administration Page.
3. Click on the on the right side of the page
4. Modify the information
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage House Type under Builder on the menu at the top.
2. Click on it to bring up the House Type Administration Page.
3. Click on the on the right side of the page
4. Confirm Deletion.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage Community under Builder on the menu at the top.
2. Click Add New... on the "fly out" menu
3. Choose Builder
   If the Builder is not available, please see how do I add a Builder
4. Enter the Community name
5. Enter Community's abbreviation
   2 alpha characters
6. Enter the Community's Number
   If applicable. Can be used for company numbering system.
7. Enter Community's city
8. Enter Community's state
   You must have states entered into the database. This will allow the system to fill in this information automatically when it is chosen.
             If the state is not available, please see how do I add a State
9. Enter Community's zip
10. Enter Community's County
    This will be used in future releases.
11. Enter Community's Color code
    This will be used in future releases.
12. Map page number
    Page of map book you use where the community is located. This will be used for directions. This will be used in future releases.
13. Map Alpha Grid
    Used with the map book for the alpha character for map grid.
14. Map Number Grid
    Used with the map book for the numeral character for map grid.
15. Security required for this community
    Is the security option required as default for this community.
16. House Type
    Choose the house types associated with this community.
              If the House Types have not been defined, please see how do I add a House Type
17. Site Super
    Choose the Site Supervisor associated with this community.
              If the Site Super has not been defined, please see how do I add a Site Super
18. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Community under Builder on the menu at the top.
2. Click on it to bring up the Community Administration Page.
3. Click on the on the right side of the page
4. Modify the information
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Community under Builder on the menu at the top.
2. Click on it to bring up the Community Administration Page.
3. Click on the on the right side of the page
4. Confirm Deletion.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage Builder under Builder on the menu at the top.
2. Click on Add New... on the "fly out" menu
3. Click on the of the Builder the Site Super is associted with on the right side of the page
If the Builder is not available, please see how do I add a Builder
4. Scroll to grey box labeled Site Supervisor
5. Enter the Site Super's Name
6. Enter the Phone Number
7. Enter Site Super's E-mail
8. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Builder under Builder on the menu at the top.
2. Click on it to bring up the Builder Administration Page.
3. Click on the on the right side of the page
4. Scroll to grey box labeled Site Supervisor
5. Click on the on the right side of the page of the Super you wish to edit
6. Modify the information
7. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Builder under Builder on the menu at the top.
2. Click on it to bring up the Builder Administration Page.
3. Click on the on the right side of the page
4. Scroll to grey box labeled Site Supervisor
5. Click on the on the right side of the page of the Super you wish to delete
6. Confirm Deletion.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage Lots under Builder on the menu at the top.
2. Click Add New... on the "fly out" menu
3. Choose Builder
   If the Builder is not available, please see how do I add a Builder
4. Choose Community
   If the Community is not available, please see how do I add a Community
5. Enter Lot Number
6. Enter Lot Address
7. Enter Lot Description
8. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Lots under Builder on the menu at the top.
2. Click on it to bring up the Lot Administration Page.
3. Click on the on the right side of the page
4. Modify the information
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Lots under Builder on the menu at the top.
2. Click on it to bring up the Lot Administration Page.
3. Click on the on the right side of the page
4. Confirm Deletion.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage Rooms under Builder on the menu at the top.
2. Click Add New... on the "fly out" menu
3. Enter room name
4. Enter room description
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Rooms under Builder on the menu at the top.
2. Click on it to bring up the Room Administration Page.
3. Click on the on the right side of the page
4. Modify the information
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Rooms under Builder on the menu at the top.
2. Click on it to bring up the Room Administration Page.
3. Click on the on the right side of the page
4. Confirm Deletion.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage States under Builder on the menu at the top.
2. Click Add New... on the "fly out" menu
3. Enter state name
4. Enter state 2 letter abbreviation
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage States under Builder on the menu at the top.
2. Click on it to bring up the State Administration Page.
3. Click on the on the right side of the page
4. Modify the information
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage States under Builder on the menu at the top.
2. Click on it to bring up the State Administration Page.
3. Click on the on the right side of the page
4. Confirm Deletion.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage Floor Plans under Builder on the menu at the top.
2. Click Add New... on the "fly out" menu
3. Choose Builder
   If the Builder is not available, please see how do I add a Builder
4. Enter Floor Plan file name
   Do not use spaces in the name. Replace those with the underscore symbol (Floor_Plan_Name.pdf )
5. Enter Floor Plan Name
   Usually name of house
6. Enter Floor Plan Description
7. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Floor Plans under Builder on the menu at the top.
2. Click on it to bring up the Floor Plan Administration Page.
3. Click on the on the right side of the page
4. Modify the information
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Floor Plans under Builder on the menu at the top.
2. Click on it to bring up the Floor Plan Administration Page.
3. Click on the on the right side of the page
4. Confirm Deletion.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage Outlet Type under Builder Outlet Mgt. on the menu at the top.
2. Click Add New... on the "fly out" menu
3. Enter Outlet type.
4. Enter Outlet Type description.
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Outlet Type under Builder Outlet Mgt. on the menu at the top.
2. Click on it to bring up the Option Type Administration Page.
3. Click on the on the right side of the page
4. Modify the information
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Outlet Type under Builder Outlet Mgt. on the menu at the top.
2. Click on it to bring up the Option Type Administration Page.
3. Click on the on the right side of the page
4. Confirm Deletion.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage Builder Outlet under Builder Outlet Mgt. on the menu at the top.
2. Click Add New... on the "fly out" menu
3. Choose Outlet Type
   If the Outlet Type is not available, please see how do I add an Outlet Type
4. Choose Builder
   If the Builder is not available, please see how do I add a Builder
5. Enter Bulder Outlet Name
   ie: 120v 15 amp Dedicated Outlet
6. Enter Outlet Price
   Builder's price for this type of outlet.
7. Enter Outlet Description
8. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Builder Outlet under Builder Outlet Mgt. on the menu at the top.
2. Click on it to bring up the Builer Outlet Administration Page.
3. Click on the on the right side of the page
4. Modify the information
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Builder Outlet under Builder Outlet Mgt. on the menu at the top.
2. Click on it to bring up the Builer Outlet Administration Page.
3. Click on the on the right side of the page
4. Confirm Deletion.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage Customer Types under Customer Management on the menu at the top.
2. Click Add New... on the "fly out" menu
3. Enter customer type
   ie: Builder or Custom customer. This can be any type of customer you wish. This will help you with reporting later.
4. Enter Customer Type Description
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Customer Types under Customer Management on the menu at the top.
2. Click on it to bring up the Customer Type Administration Page.
3. Click on the on the right side of the page
4. Modify the information
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Customer Types under Customer Management on the menu at the top.
2. Click on it to bring up the Customer Type Administration Page.
3. Click on the on the right side of the page
4. Confirm Deletion.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage Customer Types under Customer Management on the menu at the top.
2. Click Add New... on the "fly out" menu
3. Enter customer type
   ie: Builder or Custom customer. This can be any type of customer you wish. This will help you with reporting later.
4. Enter Customer Type Description
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Customer Types under Customer Management on the menu at the top.
2. Click on it to bring up the Customer Type Administration Page.
3. Click on the on the right side of the page
4. Modify the information
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Customer Types under Customer Management on the menu at the top.
2. Click on it to bring up the Customer Type Administration Page.
3. Click on the on the right side of the page
4. Confirm Deletion.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage Option Type under Option Management on the menu at the top.
2. Click Add New... on the "fly out" menu
3. Enter the Option Type
4. Enter Option Type name
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Option Type under Option Management on the menu at the top.
2. Click on it to bring up the option type Administration Page.
3. Click on the on the right side of the page
4. Modify the information
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Option Type under Option Management on the menu at the top.
2. Click on it to bring up the option type Administration Page.
3. Click on the on the right side of the page
4. Confirm Deletion.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Find manage Options under Option Management on the menu to the left
2. Click Add New... on the "fly out" menu
3. Enter the option number
4. Enter option name
   This will show up in the cart as the Option Name
5. Enter option type
   If the type of option is not available, please see how do I add an Option Type
6. Enter Option Status
   Under Review (This is the default choice) (Option is under review awaiting verification)
   Active (Option is active)
   Phase Out (Option is being phased out, but needs to be in database until pending orders have been fulfilled)
7. Enter manual location
   If applicable
8. Is there a rule associated with this option?
   This is what tells the shopping cart to challenge the user for additional main option. ie If you choose the VacPan without the Central Vacuum unit, the cart prompts you to add the central vacuum unit so it will function properly.
9. Weight of Outlet/Inlet/Sensor
   If applicable. (Note: System counts this as INLET for Central Vaccum Option(s) and SENSOR for security)
10. Weight of Video Outlet
    If applicable. (Note: System counts this as a connection for the video hub)
11. Weight of Telephone Outlet
    If applicable. (Note: System counts this as a connection for the telephone hub)
12. Option Requires
    This option is dependent on another option. This is part of the rule for the option.
13. # of Outlet Required
    If applicable. (Tell the cart if this option is going to require a builder outlet at the location)
              If the builder outlet is not available, please see how do I add a Builder Outlet!
14. Description
    Place a description for the option.
15. Image URLS
    For future release. This is where you will upload the pictures for your options.
16. Proposal Number
    Proposal Number associated with the option. ie QuickBooks number
17. Proposal URL
    For future release. This is where you will upload the proposals for your option so field sales can verify it.
18. Cost
    Your cost
19. Margin
    Marign of profit
20. Rough-In Hours | Trim Hours | Install Hours | Program Hours
    Man hours required to complete each phase of the option.  This has to be completed so scheduling will function.
              If there are no hours, leave blank.
21. Maximum Value
    Maximum number of this particular option.
22. Location
    If applicable. Creates the location box in the cart so the customer can inform the location of the option.
23. Job Type
    If you have different levels of jobs based on what is installed. ie: D job has only defaults installed, C has additional cabling, B has basic equipment like zone audio and A has programmable equipment.
24. Comments
    Useful if the option is being phased out. You can state which option is replacing it.
25. Cost breakdown
    If all builders have the same price then fill out the cost and price boxes. If not, choose no and fill out the price points for each builder.
26. Unit Cost
    Cost to builder.
27. Unit Price
    Cost to Homeowner
28. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Options under Option Management on the menu to the left
2. Click on it to bring up the Option Management Administration Page
3. Click on the on the right side of the page
4. Modify the information
5. Click on Submit Button

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

1. Find manage Options under Option Management on the menu to the left
2. Click on it to bring up the Option Management Administration Page
3. Click on the on the right side of the page
4. Confirm Deletion.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

1. Hover over Home on the menu at the top.
2. Click Global
3. Choose the Lot you wish to update
   You can filter your search by choosing the builder and community from the drop down boxes.
4. On the next screen Choose House Type if it has not been chosen already.
5. Click on Save Changes if the house type was changed.
6. Change the lot status to the appropriate status
   Model is designated for the Model home of the builder
   Spec is designated for the Spec homes of the builder
   Contracted is designated for the homes that have contracts on the homes of the builder
7. If the home does not have an order against it, then leave the check mark in the default check box
8. Click on Update Now
This will enter the lot into the Production Phase of PMWA so you can track its progress.
9. Verify Lot default cost
This is important for the Builder Reports section to work properly.
10. Click on Continue
11. Verify information
12. Click on Create Order
This will change the lot status in the Lot Management table.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

For Lots Already in Production Phase:

1. Click on Schedule on the menu at the top
2. Hover over the in the right hand corner of the day you want to schedule
3. Choose Add New Schedule
4. Choose Schedule type
5. If the type is Rough-In, Trim, Install or Program, the system will verify if the lot is Contracted, Spec or Model.
   If the lot is not Contracted, Spec or Model, please see Lots Not in Production below
6. Choose Builder
7. Choose Community
8. Choose lot number in the community you wish to schedule
9. Site Super should already be chosen for the Community. If the one chosen is not correct, please change under Builder Management
10. Choose Date/Time & Participant(s)
    REMINDER: A one hour lunch is automatically inserted if the schedule goes through noon to 1PM
11. Fill in duration in 00:00 hours and minutes format
12. Choose Start Time
13. Fill in Travel Time
14. Choose Team or individual participants
    If a participant is not located in the availability list, they are not available to be scheduled.
15. Click the checkmark next to the name(s) you wish to schedule on the job
16. Click the icon to add the chosen participants.
    NOTE: An availabilty box appears at the bottom to show availabilty and/or possible conflicts.
    The following legend appears at the bottom of the availability box:

    General   Job   Conflict   Pending

17. Choose a Team Leader / Responsible Tech (if not already chosen) by clicking the
18. Place a check mark in the Generate Work Order Now box if you wish to generate a work order
    If you generate a work order at the time of scheduling, the work order will reflect the job as it stands at that point. IF you wish to add to the order, then uncheck this box and you will be given an opportunity at a later date to generate an up to date work order.
19. Click Schedule Now

For Lots Not in Production Phase:

1. Click on Schedule on the menu at the top
2. Hover over the in the right hand corner of the day you want to schedule
3. Choose Add New Schedule
4. Choose Schedule type
5. The System will verify if the lot is Contracted, Spec or Model. If the status is not one of these, you will have to change the Lot Status.
6. Choose Builder
7. Choose Community
8. Choose lot number in the community you wish to schedule
9. Update Phase
   Choose Production
10. Select starting point for the job (This is access level sensitive). This is done if you already have a job in progress or you do not use one of the beginning stages.
    This allows you to skip to a stage of a job without having to go through all steps.
    By skipping already completed stages, you save entry time
11. Enter comment
    MUST be done if you are skipping stages
12. Click on Update

For Other Appointments:

1. Click on Scheduling on the menu at the top
2. Click on manage Schedule
3. Hover over the in the box with the date
4. Click on Add New Event
5. Choose Appointment Type
6. Fill in the decription of the appointment.
7. Choose Date/Time & Participant(s)
   REMINDER: A one hour lunch is automatically inserted if the schedule goes through noon to 1PM
8. Fill in duration in 00:00 hours and minutes format
9. Choose Start Time
10. Fill in Travel Time
11. Choose the individual participant
    If a participant is not located in the availability list, they are not available to be scheduled.
12. Click the checkmark next to the name(s) you wish to schedule on the job
13. Click the icon to add the chosen participant.
    NOTE: An availabilty box appears at the bottom to show availabilty and/or possible conflicts.
    The following legend appears at the bottom of the availability box:

    General   Job   Conflict   Pending

14. Click Schedule Now

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

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