Project Management

Adding and Closing a Project
Adding a Project Projects can be used to group jobs for certain types of work, events or departments. In order to create a job, you must have a project ...
Fri, 17 Nov, 2023 at 3:33 PM
Project List
The Project List screen shows you a complete list of Projects on the Software at a high level. From this screen, you can also navigate to a specific project...
Fri, 15 Mar, 2024 at 1:00 PM
Adding a Job
To add a job, click the +Job icon in the top menu bar.  If you are already within a project, you will be taken to the new job page automatically.  If you...
Wed, 10 Aug, 2022 at 4:36 PM
Job Bag
The Job Bag manages and keeps track of everything. It records dates, activities, projected and actual expenditure and chargeable time. It creates estimates,...
Thu, 4 Apr, 2024 at 10:09 AM
Re-opening an expired or closed quote
Once the deadline has passed for a quote, the quote will be closed and locked. To re-open the quote go to the cost tab of the job. You will see a padlock...
Wed, 10 Aug, 2022 at 4:36 PM
Emails
Setting up emails Panacea Software sends email notifications including, for example, requirements or instructions from one user to another, purchase orde...
Tue, 23 Jun, 2020 at 4:37 PM
Supplier Management - Call-off Purchase orders
If you use Supplier Call-off Purchase Orders, you can now manage this in Panacea. To get this enabled, please contact our friendly support team on support@p...
Tue, 28 Nov, 2023 at 2:14 PM
Adding tasks and managing schedules
The Schedule tab within a Job Bag allows you to view and amend the tasks associated to a job, in order for it to be completed. A schedule is automatically...
Wed, 10 Aug, 2022 at 4:36 PM
Adding Costs
To add a cost, you must be within the job bag.  Click the +Cost icon at the top of your screen. Select the relevant cost stage from the drop-down menu.  ...
Tue, 24 Jan, 2023 at 3:45 PM
Accounts
Accounts are useful for if: You want to split your orders between different key users to process and manage Accounts are assigned to key users, and they...
Fri, 14 Jun, 2024 at 5:33 PM