Setup

1
Setup

• Seth Enos
• Client Services

2

• Put Phones on Mute NOT on hold
• Hold questions until end or asked
• Let me know if you have trouble seeing or hearing
• Collapse the GTM interface

3

• Materials for this session are available at
• http//www.d-tools.us/showthread.php?t1497

4
New User Webinar Series

• Orientation Overview of resources and material
  available and overview of SI 5. Frequency Every
  Wednesday
• Setup Overview and discussion of setting up the
  SI 5 application. Frequency Every fourth
  Thursday (beginning 8/16/07)
• Database Overview of setting up your SI 5
  Product Database. Frequency Every fourth
  Thursday (beginning 8/23/07)
• Project Overview of creating a project in SI 5.
  Frequency Every fourth Thursday (beginning
  8/30/07)

5
Preparation
Read the Pre-Implementation section of the SI 5
User Guide
6
Setup

• Three Main Sections of Setup
• Application Settings
• Application Project Settings
• Formatting

7
Application Settings

• Company Information
• Project
• Price
• Tax
• Clients
• Contact Groups
• Staff Types and Members
• Project Statuses
• Project Custom Property Name Settings

8
Application Project Settings

• Location Types and Locations
• Zones
• Phases
• Contract Percentages

Labor Calculation Spreadsheet
http//www.d-tools.us/showthread.php?p3104post31
04
9
Formatting

• Component ID
• Project Number