Friday, April 24, 2015

Thursday, April 23, 2015

Departments/Monthly Chart



Monthly (Budget vs Executed) Balance by Departments.

Statistical graph shows the monthly balance of the Company, depending on (Budget/Executed/Balance and Accumulated.)

Department Budget by Month : Estimated budget for the month.
Executed by Month: What was executed in the month .
Balance by Month: The difference between the budget and implemented.
Accumulated Balance: Balance going pending at the end of each month.



Wednesday, April 22, 2015

Analytics/Client Balance Report

An informative table with an account report for every client, with a filter by year



Analytics/Reports



Filters: (Year, Group, and Report Name)
Group: Select filter (Clients, Company, Employee, and Jobs). Each group has its own reports.
Report Name: Select report type (Client Balance, Stadistic Client, Client by Status (%) Clients by Types (%), New Clients by Year, and Pending to Paid).

1.

2.


The table shows the data columns (Client name & Company, Number of Jobs, Total Budget, Bill, Collected and Balance), based on the type of Group and Report Name previously selected.

Example 1:
Year: 2015 Group: Clients    
 Report Name: Client Balance


Example 2 (with another Group, and Report Name
Group: Company   
Report Name : Proposals / Jobs













Analytics/Chart by Year

The reporting table displays all the data represented in in the graph (Year, #Jobs, Budget, Collected, and Cost) by year.


Analytics/Chart by Month

The graph shows the results for each month, with a filter by year.
See Table (Data), showing the total values per month (Budget, Collected, and Cost).



Monday, April 20, 2015

Proposals/New Proposal


To create a New Proposal, we must specify the "Name", "Proposal Template", "Sector", "Use & Occupancy", "Department". The remaining data can be confirmed during editing.




Jobs/Transmittal Package Types List



The following table enlists the different types of packages specified in the Transmittal Letter.
Add New Type: Click here to add a new type.



User Profiles



PASconcept has different user profiles, according to their function. All the profiles play an important role in the project flow and collaborate intensively in each of its phases.

The defined profiles are:

1. Administrator Profile (Versions FREE, GROW and PROSPER)
2. Employee Profile (Versions GROW and PROSPER)
3. Client Profile (Version FREE, GROW and PROSPER)
4. Subconsultant Profile (Versions GROW and PROSPER)
5. Shared Profile (Version FREE, GROW and PROSPER)

Notifications. Emails and messages among users
PASconcept sends explicit or implicit (automatic) notifications among users of the same or different profiles, by the completion of a particular phase. Notifications are of two types; internal emails and messages.
Users can configure which of the implicit notifications they wish to receive.
Many of the notifications can be configured by the Administrator user in the "Messages Templates" option, to customize the content of the messages sent.

Message Subject
From
To
Conten
Template
Proposal xxx Emitted
Admin User
Client User
Email + File
Yes
RFP xxx Emitted
Admin User
Client User
Email + File
Yes
Invoice xxx Emitted
Admin User
Client User
Email + File
Yes
Invoice Ready to Bill
Employee User
Client User
Email
Yes
Insert New Appointment
PASconcept
Employee User
Email + File
No
You have Accepted Proposal xxx
PASconcept
Client/Admin User
Email
No
You have Declined Proposal xxx
PASconcept
Client/Admin User
Email
No
Your RFP xxx have been Declined
PASconcept
Subconsultant User
Email
No
Your RFP xxx have been Accepted
PASconcept
Subconsultant User
Email
No
Invoice HR xxx Emitted
Admin User
Client User
Email + File
Yes
Statement xxx Emitted
Admin User
Client User
Email + File
Yes
Master Credentials
Admin User
Master User
Email
No
Employee Credentials
Admin User
Employee User
Email
No
Clients Credentials
Admin User
Client User
Email
No
Subconsultant Credentials
Admin User
Subconsultant User
Email
No
Employee Assigned Job
Admin User
Employee User
Email
No
%Budget (Job Profit) used information
PASconcept
Admin User
Email
No


PASconcept User Login

To work in PASconcept, a user must authenticate in the Login page. The credentials are composed of an Email and a Password.



Ways to access the PASconcept app

1. The user (Administrator, in this case) receives via Email his/her credentials during the registration process.
2. The User (Employee, Client or Subconsultant) receives an email from PASconcept with an invitation and information about his/her credentials.
3. The User receives an Email to complete or accepting certain information (Client or Subconsultant) and a link leading to the login page.
4. In the main page http://pasconcept.com/, click on the yellow button "Login".




Change My Password

The initial password is automatically generated by PASconcept, but the User can change it in Others / Account Options. A valid password must meet the following requirements:

- Minimum 6 (six) characters required
- Minimum 1 (one) nonalphanumeric character required

I forgot my password

If the user forgot his/her password, he/she must clcik on the link "Forgot your password?" to recover the account’s password. span> or Subconsultant) and a link leading to the login page.

4. In the main page http://pasconcept.com/, click on the yellow button "Login".




Step 1.
The User must fill out his/her Email application form and the control characters and press the "Recover PASconcept Account" button.

Step 2. PASconcept informs whether the data are correct, and that the User will receive an email with the corresponding account information.




Password change is completed by clicking on the link to the PASconcept password reset page.




Thursday, April 9, 2015

Billing/ Bill vs Collected



Billing / Bill vs Collected

The graph below shows the fees and accounts receivable
The information is predetermined by (Month, Bill, and Collected) with a total of sums and a total of what remains pending.


Company Profile. Email SMTP Outgoing Settings



PASconcept to configure the email account, for the application to communicate with the user that interact (employees, clients, subconsultants)

You can customize the email account of your company, defining the parameters corresponding to SMTP as configure any mail client like Outlook.

Example of a standard SMTP account settings



Instructions for setting up a Google mail account
SMTP Server: smtp.gmail.com
SMTP Username: someone@gmail.com
SMTP Password: XXXXXXXXXXX
SMTP TLS/SSL Required: Checked
SMTP Port: 587


known Errors

The SMTP server requires a secure connection or the client was not authenticated. The server response was: 5.5.1 Authentication Required.

Solution

Go to security settings at the followig link https://www.google.com/settings/security/lesssecureapps and enable less secure apps . So that you will be able (Turn on) to login from all apps




To use the default account for sending email PASconcept
Leave empty the SMTP Server field
 

Wednesday, April 8, 2015

Jobs/Project Classification



Jobs/Project Classification

Classification Project Page to define an additional set of attributes of Job. Some of these data are not available for editing in Edit Job
Editable attributes are: (Unit, Messure, Latitude, Longitude, Department, Sector Entity, SubUse, Contruction Type and SubType

On this page you will find Job Classification appear with filters (Period, Measure, Outstanding Data, Job Type, and Find)

Jobs: Number and name of work.
Location: Steering Link to Google Maps
Open Date: date the work was opened
Budget: Amount of money allocated
Unit: Size
Measure: Unit of Measure
Latitude and longitude: Allows location of each Job in Analytics / Project Map menu.
Department: Department type (Structural low rise, Admin Construction, Civil, etc)
Sector: sector type belonging, (Public, Private, etc)
Entity Type of entity (Government, Corporation, FBI, LLC, etc)
Use & Sub-use: Type of Use (Commercial, Utility Miscellaneous, Residential, etc) and type of Sub-Use (depending on use, defined with one letter and one number)
Construction Type: Construction Type (Buildings, Residential, etc)
Construction Sub-type: Depends on the type of construction, (Buildings- Hotels, Residential- Single Family Home, etc)


Jobs/Transmittal Letter



Transmittal Letter

The Transmittal Letter is a document attached to a Job, which is created for the purpose of keeping a record when the project is finished and also informing the customer that everything is signed and seal. The records may be, drawings, calculations, shop-drawings, reports, inspections, CDs, etc.

Jobs/Transmittals List

The Transmittal List shows the record of all transmittal that have been made up to today’s date, and a Panel Filter with a searching selection of the following (Date, Status, Employee, Client and Find) with these filters is easier and quicker to find existing transmittal and to know if the projects are already collected.

The table shows various types of columns with information and action, (Transmittal ID, Job Name, Client Code, Date Opened, Ready Date, Pick Up Date, Transmittal Status, Budget, Pending Amount, A / E record, Ready for Pick Up, and Delete)





Transmittal ID: Click here to edit the Transmittal.

Add New Transmittal: This button is used to add a New Transmittal, with a click a window appears giving you the choice of selecting a job




After selecting the Job click on the insert button. The new transmittal is displayed at the end of the list.

Edit Transmittal

All Transmittal Letters has a Transmittal ID number and a Job number. Ex: Transmittal ID: 15-097-T001

Transmittal Letter: It consists on information of the Job (Client Name, Job No. & Name, A / E of Record, Status and Date Created) plus editing table containing the (Amount Copy, Package Content, Description and Signed and Sealed)

Client Name: Client Name.
Job No. & Name: Number of Job and Project Name.
A / E Record: The Engineer on record.

Status: The status of the Job are, if is ready to pick up (Ready For Pick Up), if it’s not ready (Not Ready), and if it has already been collected ( Pick Up) status.




Copy Amount: Number of copies to be delivered to the customer.
Package Content: Package Type, if Calculations, Drawings, Plans etc.
Ex Package Content:



Description: Package Description, if is a report, an inspection, a model A, B or C of a house, Etc.
Signed & Sealed: Yes or No, depending on whether the plans are signed and seal by the Engineer
Update: We Click the Update button to update the information in the Transmittal.

Ready To Pick Up Notification: Action taken at the end of the transmittal to warn the client that his work is already completed on time and ready to be picked up.

Print Page: Action to print a copy of the Transmittal attaching this page to the completed project.







Monday, April 6, 2015

HOME



PASconcept Home Page

Home: It displays a number of graphs and tables summarizing the Company’s information by year.



The left side of the screen shows other graphic information (Proposals, Jobs, Clients, and Employees)

These graphs and tables summarize all the Company’s information.

Friday, March 27, 2015

Analytics/Dashboard


Analytical page shows graphs of Proposals vs Jobs, Bills vs Colleted, %Budget by Sector, %Jobs By Use, %Clients by Type y %Clients by Status



This page is mobile-optimizing. It conform to the principles of responsive web design with their adaptive, elastic, responsive or fluid behaviors