Foresite users use the project management system to track their customer’s projects.

The project management module is tightly integrated with quotations, order entry, purchasing, and the rest of the Foresite system. Quotes, sales order, invoices, and purchase orders are tied directly to the associated project and can be displayed, entered, and modified all from the same screen. When quotes and sales orders are created, certain information from the project header are automatically passed to the quotes and sales orders.

 

Project Management Key Features

  • On screen, on demand entry and tracking of projects
  • Multiple quotes, sales orders, invoices, and purchase orders tied to one project
  • The ability to display, edit and enter quotes
  • The ability to display, edit and enter sales orders
  • The ability to display, edit and enter purchase orders
  • The ability to convert quotes to sales orders and sales order to purchase orders
  • The ability to enter and display contact remarks
  • Project status tracking
  • Project cross referenced by project number, customer, date, and written by id