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The Pre-Administration Overview screen presents data relating to the sale of a job, including the sales person and location and the ability to create a sales advice appointment.
Pre-Administration Forecasting
The Pre-Administration Forecasting screen is used to calculate baseline, best possible, and progress forecasts from actual dates to track the movement of a job through the pre-administration stage. Forecasts are created by applying a pre-determined template containing allowances.
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Work Flow Forecasting has changed Significant changes have been made to Work Flow Forecasting, requiring a supporting database update. When accessing the Forecasting screens for Work Flow, Pre-Administration, Administration, Construction or Maintenance, a message will be shown to advise of the need for the database update. Should this occur, please Contact Insula Software |
Procedures
Applying A Pre-Administration Template
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- From the Forecast drop-down list, select the variance forecast.
- From the Work Flow Forecasting list, select a maintenance item.
- Click Edit. The Pre-Administration Work Flow Forecast dialog will be displayed.
- Enter the forecast details.
- Click OK. The Work Flow Re-Forecasting confirmation prompt will appear.
- Click Yes to re-forecast the work flow for the current job. The Clear Existing Forecasts confirmation prompt will appear.
- Click Yes to clear existing baseline forecasts for the current job. The work flow will be re-forecast.
- Click OK.
Also see Work Flow Template.