PM Projects
PM Projects is going to be anything connected to cost that you want setup for a job.
PM Contracts
PM Contracts is going to be anything connected to billing/revenue you want setup for a job.
PM Project Phases
You can find this as a tab in PM Projects or in it's own program, this is where you'll add all phases to be worked in a job. (You will also connect the appropriate contract item)
PM Copy Project
You can design different job template setups and copy them for new jobs. This will generally add PM Projects, PM Contracts, and PM Project Phases general setup to help keep the flow of job creation simpler.
PM Import Estimates
This is often utilized with programs like B2W (Bid to Win) HCSS (Heavy Bid) or a template that has been built. When you use this you can import the PM Project information, PM Contracts information, PM Project Phases, and any project budgets.
PM Pending Change Orders
This is a holding place for any unapproved change orders that you want to have tracked to a PM Contract in Vista.
PM Approved Change Orders
This can be approved from a pending change order or created without a previous pending change order. Again, to be tracked to a PM Contract in Vista.
PM Cost Projections
These are your projected costs that you want updated with your jobs.
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