This document provides a user guide for a photography management program with the following key features:
1. An interactive calendar to add, edit, and view events; notes page; address book; price list; and invoice generator.
2. The calendar allows navigating between months and adding events with details like description, time, duration, and associated contact.
3. The address book saves contact details and links events to contacts. The price list and invoice generator work together to create invoices using products from the price list.
This slide deck outlines three forces that make the case for attending college: 1) the federal college completion agenda, 2) workforce needs, and 3) individual economic security.
each person goals a lovely appearance. in any case, not very many people are sufficiently fortunate to in reality have clean complexion. Many variables contribute closer to mellow or intense skin problem. one among its skin troubles that are causing troubles for a reasonable appearance is, a way to cast off blemishes
Single- and Double- Coordination Mechanism in Ethylene Tri- and Tetramerizati...Craig Young
This document discusses a study of the mechanism of ethylene trimerization and tetramerization using a chromium-diphosphinoamine catalyst system. The study finds:
1) In addition to 1-hexene and 1-octene, the reaction produces cyclopentanes, n-alkanes, and higher alpha-olefins as coproducts.
2) The amounts of coproducts other than 1-hexene increase more than proportionally with increasing ethylene pressure, whereas 1-hexene increases approximately proportionally.
3) A theoretical study suggests a mechanism involving both mono-coordinated and bis-coordinated chromium intermediates. The bis-coordinated
Change is hard. Most change efforts fail. Often, to improve software quality we need to influence how other teams do their jobs. This presentation shows a 4 step method to effectively lead change, illustrated by 2 examples.
This slide deck outlines three forces that make the case for attending college: 1) the federal college completion agenda, 2) workforce needs, and 3) individual economic security.
each person goals a lovely appearance. in any case, not very many people are sufficiently fortunate to in reality have clean complexion. Many variables contribute closer to mellow or intense skin problem. one among its skin troubles that are causing troubles for a reasonable appearance is, a way to cast off blemishes
Single- and Double- Coordination Mechanism in Ethylene Tri- and Tetramerizati...Craig Young
This document discusses a study of the mechanism of ethylene trimerization and tetramerization using a chromium-diphosphinoamine catalyst system. The study finds:
1) In addition to 1-hexene and 1-octene, the reaction produces cyclopentanes, n-alkanes, and higher alpha-olefins as coproducts.
2) The amounts of coproducts other than 1-hexene increase more than proportionally with increasing ethylene pressure, whereas 1-hexene increases approximately proportionally.
3) A theoretical study suggests a mechanism involving both mono-coordinated and bis-coordinated chromium intermediates. The bis-coordinated
Change is hard. Most change efforts fail. Often, to improve software quality we need to influence how other teams do their jobs. This presentation shows a 4 step method to effectively lead change, illustrated by 2 examples.
This document provides instructions for creating appointments, editing existing appointments, removing appointments, rendering appointments, and editing/canceling existing appointments in the Aim EMR system. It explains each process in 3-4 concise steps. For example, it states that to create a new appointment, select the consumer and calendar tab, click on an available time slot, select the authorization, employee, time from/to, location, then click add. The appointment will then display in blue on the calendar.
The document provides instructions on how to work on different modules within the consumer module, including adding new consumers, working on consumer staff, funding, locations, reports, insurance, and billing. Key steps include filling out required fields to add a new consumer, maintaining employee records, declaring consumer funding sources, uploading reports, and filling insurance forms. The calendar allows managing employee schedules and appointments.
User Guide: BluIQ Trial for AWS MarketplaceBluLogix
The document provides instructions for using the BluIQ trial platform on AWS Marketplace. It outlines the key steps to build a subscription catalog including adding products, customers, and price books. It then describes how to create quotes and convert them to orders, activate orders, and run the recurring invoice cycle. The goal is to allow users to trial the full order to cash workflow on a limited basis.
This document provides an overview of the invoice app by Apptivo, Inc. It describes how the invoice app is integrated with other apps like customers and projects. It explains the different invoice templates for services, items, or both. It also outlines the key fields to include in an invoice like customer details, products, services, and payment terms. Instructions are provided on creating and sending invoices, recording payments, and finding additional resources.
Unit contract tracking in primavera contract managementp6academy
This document provides instructions for tracking unit-based construction contracts using Primavera Contract Management software. It outlines setting up the initial contract, materials, daily reports and payment requisitions. Key steps include creating the project and contract, exporting the contract to a spreadsheet to add line items, importing the updated spreadsheet, generating materials records and an initial payment schedule. It then describes monitoring the work by creating daily reports, recording completed work, reviewing materials and generating payment requisitions until the contract is complete.
More often than not, authorizations are received over the phone, or mail, or fax.
With ACS, you can enter all of your authorizations in one place, and the entire team knows about it. You can date stamp every entry, and also attach documents and scans to the consumer’s file.
Risk Management Analysis Project Spring 2016This assignment cons.docxSUBHI7
Risk Management Analysis Project Spring 2016
This assignment consists of an analysis of a company that you select and a written report of your findings and recommendation. The objective of this project is to identify and analyze a buisness’ risk exposures and help assess how the firm should handle those exposures. This analysis should help students
a) understand the steps in the risk management process
b) identify risks that are inherent to many small businesses
c) explain the possible tools that may be used in risk management
d) identify various classifications of risk
e) examine how risk imposes significant economic losses upon the business or individuals affected by the business
f) learn how to construct a professional report that could be presented in a business setting.
To complete this project, students will select a small business, interview the owner or a representative of the business, conduct an on-site analysis of the business, present findings to class, and complete an executive report containing the information below. The project should be completed and presented as if you are the risk manager presenting your report to the board of directors or to the owner of the company.
Steps to complete this project:
1. Select a local small business and ask the owner or manager if you may perform a risk management analysis on its exposures. Please let them know that you will not ask for confidential information and that this project will be used only for a course project. You may offer to change the name of the company if that makes the owner more comfortable. Be sure it is a company to which you have access. Often students select a company for which they work or one for which they know the owner or manager personally. You will need to confirm the name of the company that you have selected on the date noted on the syllabus.
2. Follow the steps of the risk management process (these start on Page 1.33 of your text, with a list on page 1.35.), including:
a. Make a list of the risk management identification tools you can use to identify the exposures that the firm faces. You will need to use at least four of these identification tools in your analysis. These tools are discussed in Chapter 2 of your text.
b. Make a list of all of the information that you would like to get from the company owner or manager when you go for your interview and physical inspection. This step is your roadmap for completing the analysis.
c. List everything that you will need to complete your report, such as pictures, surrounding businesses, ownership structure, key customers or suppliers, etc.
d. You will want to write a brief questionnaire. The questionnaire as well as the answers you will get from your contact person will be included in your final report.
3. Describe the four key loss exposures from each of the four Risk Management areas (discussed in Chapter 1 of your text). You will have a total of 16 loss exposures.
a. Property Loss Exposures
b. Liabil ...
Prospecting within your known network is an easy way for retirement plan advisors
to open 401(k) opportunities and grow their
business. It is also a chance for the advisor
to demonstrate their expertise by presenting
compelling reports that seek to address the
plan’s problem and solve a need.
By developing a consistent workflow
process within your business, you can build
a pipeline of qualified prospects and convert
them into retirement plan clients.
The document provides instructions on how to bill and invoice customers using the Dispatch app, including how to find and create estimates and invoices from within appointments, how to add line items and totals to estimates and invoices, and how to send estimates and invoices to customers via email or signature. Technicians and dispatchers can create estimates to provide customers cost quotes and invoices to bill for completed work directly from the app while in the field. The document also provides contact information for getting help with billing and invoicing in Dispatch.
The Reports feature in BITS allows users to view therapy session results for clients, create PDF reports, and graph session results over time. Users can select a client, navigate therapy categories and programs, view individual session results, and print or graph results. Graphing displays selected variables on the y-axis versus date on the x-axis. Reports provide performance data across sessions to evaluate client progress.
Orangescrum Expense Management Add-on user manualOrangescrum
Expense Management Add-on
Save time with Effortless Expensing with custom Approvals.
Track Expenses | Process Faster | Invoice Accurately
Easily track project and non-project expenses with Expense Management Add-on
Choose from among "155 Currencies" for your Global Teams and Clientele
Create and Manage Expense categories that apply to your business
Quick upload digital images of your bills/receipts as soon as you spend
Map projects and clients to your expenses
Freedom from stocking manual receipts and fear of losing them
Submit expenses and track their approval progress with Expense Management Add-on
Learn More: https://www.orangescrum.org/expensemanagement
This software is designed for caterers, restaurants, hotels, and event planners. It integrates departments and business processes across functions in real-time to reduce costs, increase efficiency, and streamline operations. The software includes modules for master data, security administration, sales and purchases, HR/staff management, inventory, finance, and production, as well as over 250 reports. It was developed using ASP.NET on the front end and MS SQL on the back end.
True or false Public policy is not an important component of organi.pdfinfo335653
True or false? Public policy is not an important component of organizational sustainability
because it affirms and institutionalizes specific activities by mandating them as a part of a
government agencys core mission.
Which of the following items would be considered indirect costs? Select all that apply.
A. Equipment rental costs
B. Personnel wages
c. Support services, such as legal, IT, or administrative
D. Costs for transportation and facility rentals
True or false? A direct cost is a cost that can be identified specifically with a particular cost
objective such as a grant, contract, project, function, or activity.
True or false? As a rule, construction costs are not allowable in the grant proposal.
A well-prepared budget should do which of the following? Select all that apply.
A. Be reasonable and demonstrate that the funds being asked for will be used wisely
B. List the items requested, as well as items not specifically requested in the grant application
C. Estimate in-kind revenues and expenses
D. Include a narrative that explains the numbers in the budget and how theyre calculated.
Course Project Part 3Student NameDeVry UniversityCruzIbarra161
Course Project Part 3
Student Name
DeVry University
BUSN 460 Senior Project
Dr. Michael Reitzel
Date
Contents
Executive Summary3
Section A: Business Concept3
Section B: Industry Analysis3
Section C: Regulation and Legal3
Section D: Competitive analysis4
Section E: Target Market and Segmentation4
Section F: Value Proposition4
Section G: Pricing Strategy5
Section H: Marketing Promotion Strategy5
Section I: Day-to-Day Operations5
Section J: Facilities and Equipment Plan5
Section K: Technology Plan6
Section L: Use of Funds6
Section M: Sales Forecast6
Section N: Breakeven7
Appendix8
References9
Course Project Part 3Executive Summary
This two-page summary of your plan is written last and should be able to stand alone as a document on its own merits. Include a clear and specific compelling Value Proposition with primary research, a brief synopsis of each plan section, and brief financial highlights. After reading this summary, the reader should have a clear understanding of the specifics of your plan.. REPLACE INSTRUCTIONS WITH YOUR WORDS.Section A: Business Concept
Describe in overview and in detail what you are offering to the market. What does it "do"? What are the benefits to your customers? How do the customers now accomplish the same task? How is your approach better than the competition? REPLACE INSTRUCTIONS WITH YOUR WORDS.Section B: Industry Analysis
Research industry averages for profitability in your marketplace. Use this information to determine the validity of your own projections and make changes if necessary. REPLACE INSTRUCTIONS WITH YOUR WORDS.Section C: Regulation and Legal
Determine your location and business environment. Address all legal, zoning, and licensing concerns your business will face. Visit your state's Secretary of State website. What form of business will you set up? Why? The level of detail required for this section will depend on your type of location (virtual, retail, warehouse, office, restaurant, etc.) and on your idea. Demonstrate that you have completed your research. DON'T say "We will obtain all of the appropriate permits"; instead, summarize them. When you explain your form of business—remember your audience. For example, if you select an S corporation, explain your reasoning for that selection in the context of your potential business, rather than providing the definition of an S corporation. Address any pending regulations which may have an impact on your business. REPLACE INSTRUCTIONS WITH YOUR WORDS.Section D: Competitive analysis
Describe the competitive landscape. Who are the key competitors? What are their strengths and weaknesses? How will you take share from them? How will they most likely try to stop you if you are successful? Who are your indirect competitors? What do they offer your prospects? Include a map of their locations in your local area. REPLACE INSTRUCTIONS WITH YOUR WORDS.Section E: Target Market and Segmentation
Describe your market. Where is it? How big is it? What is the gro ...
The document provides an overview of how to create a master database of items/products in GeSTure. It describes navigating to the "Goods & Services Details" page to enter details like the product code, description, opening quantity and value, HSN code, minimum and reorder levels. It also explains entering tax rates and valuation methods.
A second section summarizes setting up general ledger accounts by navigating to the "Ledger Creation" window to enter details like the ledger description, opening balance, and whether it is a cash, bank or other account.
The third section outlines entering purchase invoices by navigating to "Inward Supply/Transaction/Bill", selecting credit or non-credit purchase, and
Grey and Neon Yellow Minimalistic Modern Blockchain Company Pitch Deck Presen...SusmitRaut2
This document provides instructions for how to use and customize a presentation template in Google Slides, PowerPoint, or Canva. It explains how to access the templates in each of the three platforms, make a copy, and begin editing. It also lists the fonts used in the template and encourages downloading them. The document contains placeholder text and graphics for the user to replace with their own content to create a customized presentation.
The document provides an overview of report development in Microsoft Dynamics AX 2009. It discusses the different types of reports that can be created, including ad hoc reports, periodic reports, and forms. It also outlines the various methods for developing reports, such as using the report wizard to generate simple auto reports, creating custom object reports by developing the data source, design, and sections programmatically, and using templates to standardize report and section layouts. Step-by-step instructions are provided for common report development tasks.
The document discusses various topics for implementing schedules in Primavera P6 Project Management, including establishing relationships between activities, assigning resources and roles, adding expenses to activities, and assigning work products and documents. It also covers using global change to make bulk edits to activities, setting up cost accounts and tracking project expenses, and adding steps to divide activities into smaller tasks.
The document discusses the increasing focus on measurement, ROI, and other business metrics for meeting and events spending due to recent economic instability. It notes that measurement is now seen as important to demonstrate return on investment to management and help protect budgets. While basic measurement is better than none, more sophisticated tools and analysis are needed. The document provides recommendations for developing a measurement system, including keeping it simple, establishing clear goals, and collecting the right types of metrics.
This document provides instructions for creating appointments, editing existing appointments, removing appointments, rendering appointments, and editing/canceling existing appointments in the Aim EMR system. It explains each process in 3-4 concise steps. For example, it states that to create a new appointment, select the consumer and calendar tab, click on an available time slot, select the authorization, employee, time from/to, location, then click add. The appointment will then display in blue on the calendar.
The document provides instructions on how to work on different modules within the consumer module, including adding new consumers, working on consumer staff, funding, locations, reports, insurance, and billing. Key steps include filling out required fields to add a new consumer, maintaining employee records, declaring consumer funding sources, uploading reports, and filling insurance forms. The calendar allows managing employee schedules and appointments.
User Guide: BluIQ Trial for AWS MarketplaceBluLogix
The document provides instructions for using the BluIQ trial platform on AWS Marketplace. It outlines the key steps to build a subscription catalog including adding products, customers, and price books. It then describes how to create quotes and convert them to orders, activate orders, and run the recurring invoice cycle. The goal is to allow users to trial the full order to cash workflow on a limited basis.
This document provides an overview of the invoice app by Apptivo, Inc. It describes how the invoice app is integrated with other apps like customers and projects. It explains the different invoice templates for services, items, or both. It also outlines the key fields to include in an invoice like customer details, products, services, and payment terms. Instructions are provided on creating and sending invoices, recording payments, and finding additional resources.
Unit contract tracking in primavera contract managementp6academy
This document provides instructions for tracking unit-based construction contracts using Primavera Contract Management software. It outlines setting up the initial contract, materials, daily reports and payment requisitions. Key steps include creating the project and contract, exporting the contract to a spreadsheet to add line items, importing the updated spreadsheet, generating materials records and an initial payment schedule. It then describes monitoring the work by creating daily reports, recording completed work, reviewing materials and generating payment requisitions until the contract is complete.
More often than not, authorizations are received over the phone, or mail, or fax.
With ACS, you can enter all of your authorizations in one place, and the entire team knows about it. You can date stamp every entry, and also attach documents and scans to the consumer’s file.
Risk Management Analysis Project Spring 2016This assignment cons.docxSUBHI7
Risk Management Analysis Project Spring 2016
This assignment consists of an analysis of a company that you select and a written report of your findings and recommendation. The objective of this project is to identify and analyze a buisness’ risk exposures and help assess how the firm should handle those exposures. This analysis should help students
a) understand the steps in the risk management process
b) identify risks that are inherent to many small businesses
c) explain the possible tools that may be used in risk management
d) identify various classifications of risk
e) examine how risk imposes significant economic losses upon the business or individuals affected by the business
f) learn how to construct a professional report that could be presented in a business setting.
To complete this project, students will select a small business, interview the owner or a representative of the business, conduct an on-site analysis of the business, present findings to class, and complete an executive report containing the information below. The project should be completed and presented as if you are the risk manager presenting your report to the board of directors or to the owner of the company.
Steps to complete this project:
1. Select a local small business and ask the owner or manager if you may perform a risk management analysis on its exposures. Please let them know that you will not ask for confidential information and that this project will be used only for a course project. You may offer to change the name of the company if that makes the owner more comfortable. Be sure it is a company to which you have access. Often students select a company for which they work or one for which they know the owner or manager personally. You will need to confirm the name of the company that you have selected on the date noted on the syllabus.
2. Follow the steps of the risk management process (these start on Page 1.33 of your text, with a list on page 1.35.), including:
a. Make a list of the risk management identification tools you can use to identify the exposures that the firm faces. You will need to use at least four of these identification tools in your analysis. These tools are discussed in Chapter 2 of your text.
b. Make a list of all of the information that you would like to get from the company owner or manager when you go for your interview and physical inspection. This step is your roadmap for completing the analysis.
c. List everything that you will need to complete your report, such as pictures, surrounding businesses, ownership structure, key customers or suppliers, etc.
d. You will want to write a brief questionnaire. The questionnaire as well as the answers you will get from your contact person will be included in your final report.
3. Describe the four key loss exposures from each of the four Risk Management areas (discussed in Chapter 1 of your text). You will have a total of 16 loss exposures.
a. Property Loss Exposures
b. Liabil ...
Prospecting within your known network is an easy way for retirement plan advisors
to open 401(k) opportunities and grow their
business. It is also a chance for the advisor
to demonstrate their expertise by presenting
compelling reports that seek to address the
plan’s problem and solve a need.
By developing a consistent workflow
process within your business, you can build
a pipeline of qualified prospects and convert
them into retirement plan clients.
The document provides instructions on how to bill and invoice customers using the Dispatch app, including how to find and create estimates and invoices from within appointments, how to add line items and totals to estimates and invoices, and how to send estimates and invoices to customers via email or signature. Technicians and dispatchers can create estimates to provide customers cost quotes and invoices to bill for completed work directly from the app while in the field. The document also provides contact information for getting help with billing and invoicing in Dispatch.
The Reports feature in BITS allows users to view therapy session results for clients, create PDF reports, and graph session results over time. Users can select a client, navigate therapy categories and programs, view individual session results, and print or graph results. Graphing displays selected variables on the y-axis versus date on the x-axis. Reports provide performance data across sessions to evaluate client progress.
Orangescrum Expense Management Add-on user manualOrangescrum
Expense Management Add-on
Save time with Effortless Expensing with custom Approvals.
Track Expenses | Process Faster | Invoice Accurately
Easily track project and non-project expenses with Expense Management Add-on
Choose from among "155 Currencies" for your Global Teams and Clientele
Create and Manage Expense categories that apply to your business
Quick upload digital images of your bills/receipts as soon as you spend
Map projects and clients to your expenses
Freedom from stocking manual receipts and fear of losing them
Submit expenses and track their approval progress with Expense Management Add-on
Learn More: https://www.orangescrum.org/expensemanagement
This software is designed for caterers, restaurants, hotels, and event planners. It integrates departments and business processes across functions in real-time to reduce costs, increase efficiency, and streamline operations. The software includes modules for master data, security administration, sales and purchases, HR/staff management, inventory, finance, and production, as well as over 250 reports. It was developed using ASP.NET on the front end and MS SQL on the back end.
True or false Public policy is not an important component of organi.pdfinfo335653
True or false? Public policy is not an important component of organizational sustainability
because it affirms and institutionalizes specific activities by mandating them as a part of a
government agencys core mission.
Which of the following items would be considered indirect costs? Select all that apply.
A. Equipment rental costs
B. Personnel wages
c. Support services, such as legal, IT, or administrative
D. Costs for transportation and facility rentals
True or false? A direct cost is a cost that can be identified specifically with a particular cost
objective such as a grant, contract, project, function, or activity.
True or false? As a rule, construction costs are not allowable in the grant proposal.
A well-prepared budget should do which of the following? Select all that apply.
A. Be reasonable and demonstrate that the funds being asked for will be used wisely
B. List the items requested, as well as items not specifically requested in the grant application
C. Estimate in-kind revenues and expenses
D. Include a narrative that explains the numbers in the budget and how theyre calculated.
Course Project Part 3Student NameDeVry UniversityCruzIbarra161
Course Project Part 3
Student Name
DeVry University
BUSN 460 Senior Project
Dr. Michael Reitzel
Date
Contents
Executive Summary3
Section A: Business Concept3
Section B: Industry Analysis3
Section C: Regulation and Legal3
Section D: Competitive analysis4
Section E: Target Market and Segmentation4
Section F: Value Proposition4
Section G: Pricing Strategy5
Section H: Marketing Promotion Strategy5
Section I: Day-to-Day Operations5
Section J: Facilities and Equipment Plan5
Section K: Technology Plan6
Section L: Use of Funds6
Section M: Sales Forecast6
Section N: Breakeven7
Appendix8
References9
Course Project Part 3Executive Summary
This two-page summary of your plan is written last and should be able to stand alone as a document on its own merits. Include a clear and specific compelling Value Proposition with primary research, a brief synopsis of each plan section, and brief financial highlights. After reading this summary, the reader should have a clear understanding of the specifics of your plan.. REPLACE INSTRUCTIONS WITH YOUR WORDS.Section A: Business Concept
Describe in overview and in detail what you are offering to the market. What does it "do"? What are the benefits to your customers? How do the customers now accomplish the same task? How is your approach better than the competition? REPLACE INSTRUCTIONS WITH YOUR WORDS.Section B: Industry Analysis
Research industry averages for profitability in your marketplace. Use this information to determine the validity of your own projections and make changes if necessary. REPLACE INSTRUCTIONS WITH YOUR WORDS.Section C: Regulation and Legal
Determine your location and business environment. Address all legal, zoning, and licensing concerns your business will face. Visit your state's Secretary of State website. What form of business will you set up? Why? The level of detail required for this section will depend on your type of location (virtual, retail, warehouse, office, restaurant, etc.) and on your idea. Demonstrate that you have completed your research. DON'T say "We will obtain all of the appropriate permits"; instead, summarize them. When you explain your form of business—remember your audience. For example, if you select an S corporation, explain your reasoning for that selection in the context of your potential business, rather than providing the definition of an S corporation. Address any pending regulations which may have an impact on your business. REPLACE INSTRUCTIONS WITH YOUR WORDS.Section D: Competitive analysis
Describe the competitive landscape. Who are the key competitors? What are their strengths and weaknesses? How will you take share from them? How will they most likely try to stop you if you are successful? Who are your indirect competitors? What do they offer your prospects? Include a map of their locations in your local area. REPLACE INSTRUCTIONS WITH YOUR WORDS.Section E: Target Market and Segmentation
Describe your market. Where is it? How big is it? What is the gro ...
The document provides an overview of how to create a master database of items/products in GeSTure. It describes navigating to the "Goods & Services Details" page to enter details like the product code, description, opening quantity and value, HSN code, minimum and reorder levels. It also explains entering tax rates and valuation methods.
A second section summarizes setting up general ledger accounts by navigating to the "Ledger Creation" window to enter details like the ledger description, opening balance, and whether it is a cash, bank or other account.
The third section outlines entering purchase invoices by navigating to "Inward Supply/Transaction/Bill", selecting credit or non-credit purchase, and
Grey and Neon Yellow Minimalistic Modern Blockchain Company Pitch Deck Presen...SusmitRaut2
This document provides instructions for how to use and customize a presentation template in Google Slides, PowerPoint, or Canva. It explains how to access the templates in each of the three platforms, make a copy, and begin editing. It also lists the fonts used in the template and encourages downloading them. The document contains placeholder text and graphics for the user to replace with their own content to create a customized presentation.
The document provides an overview of report development in Microsoft Dynamics AX 2009. It discusses the different types of reports that can be created, including ad hoc reports, periodic reports, and forms. It also outlines the various methods for developing reports, such as using the report wizard to generate simple auto reports, creating custom object reports by developing the data source, design, and sections programmatically, and using templates to standardize report and section layouts. Step-by-step instructions are provided for common report development tasks.
The document discusses various topics for implementing schedules in Primavera P6 Project Management, including establishing relationships between activities, assigning resources and roles, adding expenses to activities, and assigning work products and documents. It also covers using global change to make bulk edits to activities, setting up cost accounts and tracking project expenses, and adding steps to divide activities into smaller tasks.
The document discusses the increasing focus on measurement, ROI, and other business metrics for meeting and events spending due to recent economic instability. It notes that measurement is now seen as important to demonstrate return on investment to management and help protect budgets. While basic measurement is better than none, more sophisticated tools and analysis are needed. The document provides recommendations for developing a measurement system, including keeping it simple, establishing clear goals, and collecting the right types of metrics.
1. AndrewGidney –T423088
1 | U s e r G u i d e
User Guide
Starting the program
Once installed,the programcanbe run fromthe start menuor shortcutcreatedon yourdesktop(if thisoptionwas
selectedinthe installationwizard),underthe name ‘PhotographyManagement’. Onstartingthe programthe Month
Calendarscreenwill appear.
Featuresof this system
Belowisa listof the main featuresthatthisprogramallow youto use:
An interactive calendar,allowingyoutonavigate toany month,save,deleteandeditevents
A notespage,allowingyoutotype uproughnoteswhichcan be savedand reviewed
An addressbook,allowingyoutoaddcontact detailsforas manypeople asyouwish,delete the contacts,
editthe contacts,and viewanyeventsassociatedwitheachcontact
A price list,allowingyoutoadd the pricesforall of yourproducts andservices,delete andeditthese
products
An invoice generator,allowingyoutoeasilycreate invoicesforclientsusingthe productsfromthe price list,
specifywhothe invoice isforandwhethertheypaidadeposit
A linktoyour website forquickaccess
Usingthe calendar
The calendaris setto the current monthandyear wheneverthisscreenisclosedandre-opened.
A. Statesthe selectedmonthandyear(The screenheaderalsostatesthis)
B. Navigationstrip
C. Navigatestopreviousmonth
D. Navigatestonextmonth
E. Showsthe date of a day,and any savedevents forthatday
A
B
C D
E
2. AndrewGidney –T423088
2 | U s e r G u i d e
You can navigate toany month/yearyouwishusingthe appropriate buttons,steppingthroughone monthata time.
The calendarlayoutadjustsitself accordinglytoshow youwhichdatesfall onwhichdaysof the week,andany
eventsthatyouhave savedwill be listedinthe appropriate days. Eventsare listedinthe ordertheyare due to occur
withintheirrespective days.
Addingeventsto the calendar
To add an eventtothe calendar,hoveryourmouse overa day inthe calendarand selectthe ‘+ New Event’option
that appears.The box alsoturns purple toindicate the selectedday.
On selecting‘+New Event’,anewscreenwill appeartoallow youtoenterdetailsforthe event.Usingthisscreen
youcan specifythe event’sdescription,starttime,duration(if known),whetheritisa personal orbusinessaffair,
and whoit can be associatedto(if applicable).See ‘Usingthe AddressBook’sectionformore informationabout
associatedcontacts.
A. Enter a brief descriptionforthe event here
B. Specifythe time thatthe eventstartshere.The time isina 24 hourformat
C. Enter a duration forthe eventhere.Thisisdisabledunlessthe durationformat(D) ischosentobe minutes
or hours.The maximumdurationforaneventis1 day (24 hours)
D. Choose whetherthe eventwill lastforminutesorhours usingthe drop-downmenu.SelectN/A if unsure
E. Specifywhetherthe eventisabusinessorpersonal affairusingthe drop-downmenu
F. Selectapersonwhom(fromthe contacts savedinthe addressbook) to whichthiseventisassociated
G. Delete the event(onlyavailableif the eventhasalreadybeen saved)
H. Confirmthe entereddetailsandsave the eventtothe calendar
Once ‘Confirm’isselected,the event’sdescriptionwill appearinthe dayyouselected.The eventwillremainthere
until youdecide todelete it.Youcanreviewanyeventinthe calendarbyselectingit’sdescription.
A
B
C D
E
F
HG
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The eventformwill appearagain,allowingyoutoeditanyinformationordelete the eventaltogether.Note that
eventsare neverautomaticallydeletedfromthe calendar.
Navigatingthrough sectionsofthe program
Many screenswithinthe programfeature anavigationstripatthe top, allowingyoutoeasilyopenanysection.
Whena newsectionisopened,the previoussectionwillremainopen.Clickthe Xinthe top righthand cornerto
close an individual section.Note thatdoingsomaycause a lossof unsaveddata.To close the program completely,
selectthe ‘Exit’optionfromthe menustrip;youwill be promotedtosave anyinformationbeforehand.
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Usingthe notesscreen
The notesscreencan be usedto type any roughnotesyouwish.Thiscan be useful before finalisinginformation,
such as eventsandcontactdetails.There isnolimittohow much textyouwrite or whatcharacters youuse. Your
noteswill automaticallysavedif thisscreenisclosed.
A. Navigationstrip
B. Scrollable notespage
C. Permanentlydelete all of yournotesfromthe page
D. Save all of yournoteson the page
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Usingthe AddressBook
The addressbookacts as a substitute foryourpaperaddressbook.In the addressbookyoucan save the detailsof
multiple people,specifyingtheirfull name,phone number,fullhome address/workaddressande-mail.Youcanalso
record whetheraclienthasbeensentalinkto theirphotosonyour webpage.
Addinga newcontact to the AddressBook
To beginaddinga newcontact,selectthe ‘+ New Contact’itemfromthe Contactslist.Thiswill clearall of the details
to the right,allowingyoutospecifyall of the contact informationforyournew contact.Once youhave enteredall of
the information,selectthe ‘Save ContactDetails’buttontosave the contactto the list.If youhave enteredany
unusual information,orif anyof the detailsare leftblank,youwill be promotedtoreview thosedetailsbefore you
can save the information.
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A. Navigationstrip
B. List of contacts
C. Enter the contact’sForename here
D. Enter the contact’sSurname here
E. Enter the contact’sTelephone numberhere
F. Enter the contact’s House/WorkbuildingNumberorName here
G. Enter the contact’sHouse/Workbuildingstreethere
H. Enter the contact’sVillage/Areaof residence/workhere
I. Enter the contact’sTown/Cityof residence/workhere
J. Enter the contact’spostcode forthe residence/workbuildinghere
K. Enter the contact’sE-mail addresshere
L. Specifywhetherthe clienthasbeensentalinktoview theirphotosonyouwebsite
M. Liststhe eventsassociatedtothiscontact whichhave beensavedinthe calendar
N. Deletesacontact fromthe contacts list(onlyavailable if selectinganexistingcontact)
O. Savesthe contact to the contacts list
Once a contact hasbeenaddedto the list,youcan selecttheirname fromthe list.Thiswill bringupall of their
contact information,andshowanyeventswhich theyare associatedto.Youcan associate eventstopeopleby
selectingtheirname fromthe dropdownmenuon anyevent.
If you wishtochange the detailsof anycontact, youcan do so bysimplychangingthe textinanytextbox and
selecting‘Save ContactDetails’againtooverwrite the informationpermanently.Note thatexitingthisscreen
withoutclicking‘Save ContactDetails’willdiscardyourenteredinformation.
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Usingthe monetary section
The Monetary sectionconsistsof twomainparts:The Price Listand the Invoice Generator.These canbe accessed
usingthe drop-downmenuwhichappearswhen‘Monetary’isselectedfromanavigationstrip.
Usingthe Price List
The Price List isan interactive listof the productsandservicesyouoffertoyourclients. Fromhere youcan view,add
and delete products.The productsyouaddhere are usedinthe Invoice Generatorto helpproduce invoices. The
program ispre-loadedwithsomeof yourproductsandservices.Eachitemshowsthe product’sdescriptionand
price.
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A. Navigationstrip
B. Price listitem
C. Newproductbutton
Addinga newproduct to the Price List
To add a newproduct to the price list,selectedthe ‘Addproduct’buttonfromthe mainPrice Listscreen.A product
screenwill appear,allowingyoutoenterabrief descriptionandprice forthe product.
A. Enter a brief descriptionforthe producthere
B. Enter a price for the producthere
C. Delete the productfromthe price list(onlyavailable if the productisalreadysaved)
D. Save the product to the price list
Clicking‘Confirm’willsave the producttothe price list,withthe descriptionandprice beingshowninthe list.You
mustenterbothpiecesof informationtosave the product.
Existingproductscanbe reviewedbyselectingtheminthe price list.The productscreenwillappear,where youcan
change eitherfieldandoverwrite the productbyselecting‘Confirm’.
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Usingthe Invoice Generator
The Invoice Generatorisusedto product print-outinvoicesforyoutogive to clients.Itusesthe productyouhave
savedto the price list,sobe sure to addproducts tothe price listbeforehand.Youcanspecifywhichproductswere
purchased,howmanywere purchased,whetheradeposit waspaidandwhothe invoice isintendedfor.The
associatedcontactselectionusescontactsfromthe AddressBook,sobe sure to add the appropriate contactto the
AddressBookfirst.
A. Navigationstrip
B. Drop-downlistof products.Selectone ata time foraddingto the invoice
C. Addsthe selectedproducttothe invoice list
D. A listof the selecteditemsforthe invoice
E. Quantitiesforeachof the selectedproducts
F. Removesthe selectedproductfromthe invoice list
G. Drop-downlistof contacts.Selectwhothe invoice isfor
H. Specifythe depositamountwhichwaspaid
I. Viewaprintpreviewof the invoice
Addinga product to the invoice
To add a product to the list,use the drop-downmenuof productstoselectone.Thenselect‘Addtoinvoice’.The
productwill appearinthe list,andyou can thenspecifythe quantityusingthe appropriatecountertothe side.
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To remove a productfromthe list,selectitbefore choosing‘Remove frominvoice’.
Once you have addedyourproducts(upto a maximumof 5 differentproducts),choosesanassociatedcontact.This
contact’sname will appearatthe top of the invoice.If adepositwaspaid,type thisinbelow.
Viewingthe invoice
Once you are happy withall of the information, select‘PrintPreview’toview whatthe final invoice willlooklike.If
the depositisnon-existent,youwill be notified,butadepositisnotnecessary.
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From thisscreenyoucan decide whetherthe invoice isfinalised,andclick‘Printinvoice’tosendthe jobtothe
printer. Note thatwhenthe invoice isprinted,the twobuttonswill notbe visible. If youdecide thatsome
informationneedstobe changed,thenyoucan select‘Cancel Print’toreturntothe invoice generatorandmake
changes.
Openingthe website
To viewyourbusinesswebsite,clickthe ‘Website’itemonanyscreen’snavigationstrip.Yourwebsite’shomepage
will be displayedinanewwindow afterbrief loading.