Panacea Applications Limited

Project Management 29

• Adding and Closing a Project
• Project List
• Adding a Job
• Job Bag
• Re-opening an expired or closed quote

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Project Manager FAQs 16

• I can't find a job i've already ordered. Where is it?
• Why have my costs been divided into two options in the client estimate email?
• How do I add projects?
• I can’t add myself or my colleague as a project manager on a job.
• How can I unlock a user

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Managing your contacts and organisations 15

• Add a contact
• Adding a client organisation
• Adding New Suppliers
• Managing Departments and Sections
• Accepting a user account request

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Setting Up the Client Interface 3

• Schedule Templates
• Adding or Updating Terms and Conditions
• Setting Up Your File Templates

Purchase to Pay 6

• Introduction
• Step 1 - Project Manager Sends Purchase Order
• Step 2 - Supplier confirms delivery
• Step 3 - Client confirms receipt
• Step 4 - Supplier submits invoice

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Charging your clients and invoicing your suppliers 5

• Charging or Invoicing Your Clients
• Paying your Suppliers
• Manually Entering a Supplier Invoice
• If you see 'select costs' when creating a charging batch
• Credit batch file for Charging and Invoice Export

Managing Branded Templates 4

• Request Branded Artwork
• Create artwork using template
• Upload images for your branded template
• Accept, check and edit artwork

Resource Scheduler 4

• Managing teams and available hours
• Managing your tasks and hours
• My Scheduler
• Timesheet Costs

Timesheet (Core) 1

• Timesheets (Core)

Digital Asset Management 6

• Importing Assets
• Using the Asset Library and Creating Boards
• Asset Settings (for Asset Managers)
• Approving Assets (for Asset Managers)
• Managing Assets (for Asset Managers)

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The Authorisation Process 4

• Creating items that require authorisation
• Setting up authorisers
• Authorising Requests
• Using the Authorisation module for quote requests

Consent Management 1

• Consent Management

Space Scheduler 4

• Space Scheduler: Add & View bookings
• Space Booking Report
• Space Scheduler: Categories & Sections
• Space Scheduler: Items

Reach 19

• Reach Home Page & Dashboard
• Reach Contacts
• Reach Organisations
• Reach Groups
• Reach Deactivated Contacts

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