Other Features

Cross Search

Shows the creation of a subset of all the Projects being handled by the Companies in the Current Company Subset. Here's a list of Companies.. Show me all the Projects they're working on. Or, if you prefer, the other way around. Show me the Companies involved in these Projects.

Edit Find

Using the Edit Find to filter data based on a single field. This allows creation of Subsets based upon whichever filter has been specified.

Fast Find

How to use the Fast Find facility to quickly find a Project, based on partial information. e.g. Part of the Project Address.

Creating a Project UDF

How to create a User Defined Field (UDF), and display it on screen.

Assigning Project Roles to Companies and Contacts

How to assign a Company to a specific role on a Project

Analysing

How to Analyse your data, and create subsets based on the results, as well as being able to print analysis charts and graphs.