In the Production Console, Production Managers can generate material and labor lists for a project. The page is only accessible to users in your organization with "admin" level access.
Please note, the "Project Scope" button will appear greyed-out until a Sales Rep marks a job as sold. Once a job is marked as sold, the button will appear in blue.
The Projects List
Select the "Project Scope" button for that job in your Projects List:
The Production Console
The top of the page recaps the Property Measurements, Project Financials, along with a link to the full measurements PDF.
Material and Labor Lists
When you scroll down, you'll see the pre-populated material and labor lists organized by trade type. For each material item, you can edit the following variables: color, size, vendor, quantity, and unit cost. Here's an example of a material list:
Further down on the page is the pre-populated labor list organized by trade. It functions the same as the materials list, and similar fields may be edited.
At the bottom of the page is the “other” list which refers to miscellaneous line items such as permits, portable toilets, drop boxes, dumpsters, etc. You can also move items out of material and labor lists and into the "other" list by clearing the Vendor field.
In the last module we'll learn how to edit and download material and labor lists.
See the syllabus or click to the next module.