The project contract provides diary, variations & periodic progress claims integration.

Capture over 30 contract clauses originally sourced from Australian Building Industry - Major & Simple Works Contracts covering:

1. Client representatives & signatories
2. Contract price, margin & initial deposit
3. Interest on overdue amounts & retention held
4. Security & retention by contractor or client
5. Dates including site possession & practical completion
6. Delay allowances for moratorium, bad weather & others
7. Monthly progress claims submissions including certificates issuance
8. Adjustment of time/costs per working day
9. Public liability & contract works insurance
10. Defects liability period & liquidated damages

Quickly add a diary entry for the entity, logged in user or selected client and/or job and view entries in calendar.

Select a diary entry type and optionally add a task or CRM log activity. Standard diary entry types include:

1. Standard diary entry, Celebration, Incident, Major event, Meeting minutes, Milestone and OH&S

Job specific entry types that integrate with the project contract include:

1. Moratorium 1-day, Bad Weather 0.5 days or 1 day and Delay Other 0.5 days or 1 day

Search for and report on diary entries or types and optionally export transactions to XL.

The calendar provides HRM, CRM, Service Jobs and Projects as well as Task Manager & Diary integration.

The high-level resource requirements summary provides a summary on an entity level that allows drill-down to projects and service jobs summaries (current requirements) and drill-down to requests and quote summaries (future requirements).

The entity summary also allows going up one level to the 13 weeks projection and for multi-entity environments to the consolidated entity summary.

Drill-down options include:

1. Projects in progress & completed projects
2. Service jobs in progress & completed service jobs
3. Requests not yet turned into quotes
4. Quotes not yet turned into jobs
5. Items not included – shown in corresponding registers

Conveniently and easily source all material & service purchases from the original quote/costing of the job.

Simply select multiple records and place an order immediately or schedule the purchase in the future.

Scheduling options:

1. Select a supplier only and return later to set other scheduling options
2. The order must be delivered on – date
3. # of lead days required by supplier – # of days
4. Supplier to confirm order on or before – date
5. Schedule for supplier to visit site on – date

Optionally send an email to the supplier or add a task or calendar event for each scheduling option.

When ready click Order Now to generate the Purchase Order and select from multiple forwarding options.

A client request is received – typically for a quote – and it follows a simple workflow process:

1. Request is logged
2. Request to be allocated to service person
3. Request to be assessed by service person

Once assessed the request usually moves to the quoting stage or immediate one-off service job.

At each stage automatic workflow change notifications can be sent to client/side contacts, service person and internal staff.

The Request Register shown on the left displays requests that need assessing.

The selected request is shown below the list with quick access to all related items.

For businesses that receive large number of requests the Request Analyser provides a powerful resource management tool.

Projects are at the heart of PCBx3 Manager and monitoring and evaluating the progress are key objectives.

All project relevant information is at your fingertips via the Project Register, the Project Cockpit and Project Menu.

Project invoicing options allow for:

• Simple invoicing, un-related to any labour or material
• Labour and material charged at cost-plus
• Fixed price – invoicing as a per cent of work completed

Provide a completion percent at the time of invoicing and PCBx3 Manager calculates the forecasted project end value.

Allocate material expenses to the project without worrying about general ledger account codes. Manage and pay directly employed human resources or GST labour resources.

Track the movements of stock-items (tools & machinery) used on-side and invoice items with one click. Manage OH&S check lists.

PCBx3 Manager allows the setting up of multiple entities - company, trust etc - each with their own chart-of-accounts.

Fully integrated general ledger capabilities range from simple payment and receipt transactions to inter-company transactions posted across entities.

Project and service job transactions are posted to the general ledger without user-input regarding account codes and all transactions are updated automatically in their relevant sub-ledgers.

Other general ledger integrations include:

• Accounts Receivable and Payable
• Cash Sale module
• Taxation module including BAS reporting
• Financial reporting tools including budgeting
• Inventory and Warehouse

In addition, the finance menu that includes accounting & taxation is also fully integrated with the Task Manager, Library and Calendar.

As part of HRM, PCBx3 Manager includes a wizard-like payroll and superannuation processing module that caters for administration staff as well as job-related human resources such as:

1. Salaries & Wages
2. GST Contractors
3. PAYG Contractors

Transactions uploaded from the PCBx3 TimeSave interface require authorisation prior to payroll processing.

Other payroll related functions include off-setting HR-related transactions such as:

• Loans extended to HR
• Purchases paid by HR
• Cash Sale to HR recorded as a loan

Managing and paying the compulsory superannuation contribution to multiple Super Funds is handled with ease via the HR Super - Administration & Processing module.

PCBx3 Manager provides a fully integrated Task Manager, Calendar and Library to assist in your productivity. These utilities are at your fingertips from most forms and a summary of up-coming events or tasks due are shown in real-time on the main menu.

Key features of the Task Manager include:

• Unique foldable views; today & overdue, next 30 days, 10-year view
• Link tasks to clients, sites, requests, quotes, jobs and more
• Link a task to a business function, service or HR
• Create one-off or recurring tasks & attach an external file
• Post a task to Microsoft Outlook
• View tasks in Time Management Matrix by Dr Stephen Covey

The PCB Library is the perfect place to store vast amount of information across many topics. Be it legal clauses for works contracts or bill-of-material like completed components or simply information that needs capturing. The library is integrated with the quoting, inventory and marketing modules.