procontractor tutorial

A full accounting software system for contractors designed by Bluegrass Technology. Displays the total invoice amount for the billing line items. An invoice that is ready to post cannot be edited or deleted. Note the active company. Displays the calculated project-to-date amount for the cost code line item. Click. The take-off software does not compare to other take-off software such as Planswift The training that is offered is very trial and error-ish. If you did select the checkbox, the fields in the Billing Code grid are display only; use the Project Cost Code grid to enter the line item details. The default setting of 10% should be adequate; however, keep in mind the performance of the disk subsystem. Tutorial Detail The Billing Code grid is populated with all the detail-level billing codes defined in the Project screen for the project billing combination selected in the header. Click Expand All in the quick link bar to display cost codes for each billing code. We are committed to protecting the privacy of our visitors. The next step can vary: If you are installing the SQL Server version of the ProContractor server, the next step is reviewing the ProContractor SQL Server Tuning Guidelines. If this checkbox is not selected, the taxable amount and the tax amount are set to zero. If no lien notices are associated with the project, you cannot create a lien release. Posted: (2 days ago) If so, these video tutorials are exactly what you need to get up and running as quickly as possible. Select the checkbox to perform an action on the binder item, such as opening the item's attachment or sending the item in an e-mail. ProContractor automatically enters activities for printing the PDF file using the On Save of Document options and sending an e-mail with the PDF file attached. Find yourself more efficient, competitive and profitable with Viewpoint as your partner. You can even see which one provides more features that you need or which has more suitable pricing plans for your current budget constraints. If you feel you need to modify the default service configuration, consult the following MSDN article: msdn.microsoft.com/en-us/library/ms188284(v=sql.100).aspx.

https://m.youtube.com/watch?v=LbUAKwYqNOo, Posted: (1 months ago) Installing a ProContractor server is a step in the installation process. Displays the division associated with the project. See. Posted: (3 days ago) Use the Units Complete Invoice Detail tab to manage the line item details for the invoice. Installing, Upgrading, and Managing ProContractor, Downloading ProContractor Installation Files, Applying and Activating Your Server License, ProContractor SQL Server Tuning Guidelines. I’m a preconstruction manager. A full ERP system designed by Sage. Read our official privacy policy. Initially displays the current date. ProContractor by Viewpoint is an all-in-one, business management solution for small-to-medium contractors. Convenient tools help you comply with regulations for e-filing to government agencies to adhere to mandates, Easily create electronic files for Vendor 1099s, Employee Federal and State W2s, Federal 940 and 941 forms, State Quarterly Unemployment reporting, and New Hire reporting, Using a stylus pen to trace plans on a digitizer board, you can quickly generate accurate measurements and quantities for structural elements and sitework jobs, Perform a takeoff of electronic plans for fast and accurate digital takeoff and never touch a set of bulky, expensive blueprints, Estimating, bid day tools, and proposal writing are built-in so you enjoy quick bidding with familiar spreadsheet formats and easy-to-read bid views and reports, Takeoff data is pulled directly into the estimating process, helping you avoid the time and error of reentering information, Receive or generate Building Information Modeling (BIM) files and skip the takeoff process altogether by easily importing and automatically populating an estimate with cost items and quantities.

You can set this field to default to the most recently used project. Make sure each data file is the same size; this allows for optimal proportional fill performance. Posted: (2 days ago) To add a contact, click New in the List of Contacts lookup window and complete the fields on the Contact popup window.

Use the Lien Release tab to specify how ProContractor will create a lien release record when the invoice is posted. Enter 0 to release all retainage and include it on the invoice. We don’t develop it, either. You will learn how to use the Layer Manager to set up line styles, colors and more. You also have the option to manually enter the invoice number. If the Use Sequential Numbering for all AR invoices checkbox is not selected in the Company screen, ProContractor automatically generates and assigns the invoice number using the project number and the application number for the invoice. - A conditional progress release record will be created for this lien notice. The lookup list for contacts is filtered for the contact type you selected in the grid. Determine your materials, equipment, and labor cost by using pre-built and customizable databases, based on industry standard labor units. Each contract invoice is assigned an invoice number. Our onsite consultant will work with your lead teams face-to-face to implement your new business solution and test it with your end users to make sure we’re meeting all your needs. The % Work Completed field and Retainage to Date field are updated based on the value you enter in this field. Retainage billed on the invoice is not displayed on the screen, but it is printed on the default invoice form.

The only enterable fields are the, Enter the code for the document to attach to the transmittal or click, This document is also referenced by the following documents grid - Use this grid to attach documents for the same project to the document. https://www.trustradius.com/products/viewpoint-procontractor/reviews. If you are modifying the document, enter the reason for the changes. However, it persists in previous selections. Once the invoice is complete, you can save the invoice as ready to post. Displays the tax amount of the line item for the tax authority, which is calculated based on the current amount. However, now that ViewPoint is owned by Trimble the support has been great and stable. The customer service and support is awesome. Running SQL Server Reporting Services on the same server as SQL Server and the ProContractor user databases increases the likelihood that tempdb will suffer performance degradation. Tutorial Detail ProContractor Mobile™ - Apps on Google Play. Displays the current scheduled amount for the billing code line item. Our Professional Services and Support teams will help you seamlessly migrate off outdated software platforms and move into an integrated approach to managing your business across office and field. Remember that growth will affect performance of the ProContractor data file (.mdf) or log file (.ldf). You must first determine what application pool is assigned to each vdir by right-clicking on it and selecting the Properties option. - A lien release record will not be created for this notice. I would say there are some reports among hundreds of them that don’t provide the proper information. learning.viewpoint.com. If possible, place the tempdb files on a RAID 1 or RAID 10 array due to the high write activity. Click to delete the active row from the grid. Posted: (6 days ago) With robust and user-friendly features, you will be able to work with more efficiency, bid more jobs, win more work, and make more profit than you thought possible. For installations where there is a large amount of memory installed, you may want to pin SQL Server to an amount of memory in order to guarantee a certain amount of free memory for SQL Server Reporting Services. Integrated Control.

If you want to modify the taxable amount, enter the taxable amount. Click to delete the active row from the grid. Project Connect and Mobile Connect: Have timely project information at all times, whether in the office or in the field. These actions can be performed for a single invoice directly from the Enter Contract Invoice screen or for multiple invoices from the Print Contract Invoices by Batch and View Contract Invoice Log screens. Getting Started Are you new to Pro Contractor Studio™? Viewpoint client, Paige Vandernack, talks about her experience using Viewpoint software to improve collaboration across her organization.

product can solve the business needs of our visitors. You can enter formatted text in this field. Additional options are available for high-end server hardware to reduce tempdb contention; however, these options require advanced knowledge of SQL Server and Windows Server, so use caution if you explore these options.

More memory lessens the likelihood that tuning will be needed (which may impact performance elsewhere). Displays the calculated current amount of work completed for the billing code line item. Displays the taxable amount of the line item for the tax authority, which is calculated based on the current amount. The following Microsoft Technet article notes some additional details on setting these parameters: technet.microsoft.com/en-US/library/ms175527(v=sql.100).aspx.

Displays the document owner at the time the revision was saved. Displays the calculated retainage to date for the cost code line item. From Microsoft Outlook, drag and drop an item (such as an e-mail, note, or meeting) to the Binder Items grid to add the item as an embedded attachment. ClearView is the resource portal for Viewpoint Construction Software. extremely hard to get training now that clear view Make decisions based on true data, not just intuition – Quickly and easily access information for confident decision-making. Click on the Version 3.6 folder. You can create a binder item with an attachment by dragging and dropping a file from the following programs: If a binder item already exists in ProContractor and is shared, you can reference it (rather than creating a new, separate binder item). ReportServer$PCMX correlates to the ProContractor user database recommendations; ReportServer$PCMXTempDB correlates to the tempdb recommendations.

Click on the appropriate server installation (EXE) file (either the 32-bit version or the 64-bit version) in the folder, ... https://cdnedge.viewpointcs.com/help/Production/ProContractor/3.6.0/Content/Accounting/Installation/Downloading_Updates%20(Install).htm. With ProContractor, businesses can conveniently handle the complexities of the entire project lifecycle in one software, helping them grow ... https://sourceforge.net/software/product/ProContractor-by-Viewpoint/, Posted: (2 days ago) To learn more about ProContractor or other new solutions Viewpoint has to offer, subscribe here or visit viewpoint.com. To learn more about Viewpoint Estimating and Earthwork, visit our website here: https://www.viewpoint.com/products/viewpoint-estimating. To make further changes to the invoice before posting, you must reset the invoice stage to draft in the Enter Contract Invoice screen. Learn all of the benefits in this handy guide. Running SQL Server Reporting Services on the same server as SQL Server and the ProContractor user databases increases the likelihood that tempdb will suffer performance degradation.

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