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This page contains copies of the messages received by the Employee via email, either directly from the Administrator or as an automatic notification from PASconcept. Messages and notifications include:

-Automatic notification of job assigned by the Administrator

-Automatic notification of budget consumption in assigned jobs

-Receipt of PASconcept account credentials from the Administrator

-Notification of invoice or hours “ready to bill” from the Employee to the Administrator 

Others: Messages Templates

In this page the Administrator can edit the text of the message templates which are sent via email to Clients and Subconsultants, when the Administrator uses the option to send invoices, proposals, billing statements, among others, via PASconcept. This option is available in all major pages of the application: Proposals List, Invoices List, Statements List, and Requests for Proposals List; and the text contained in each default email draft available to send information through those pages, can be edited in the “Messages Templates” page.

The list of templates includes:

Other: Miscellaneous Time Codes

Being primarily for Architects and Engineers, the majority of hours entered in PASconcept’s timesheets are spent working in projects. For this type of entry, the main identifiers are job number and name. However, there are non-project tasks that cannot be allocated as time expenditure to any project. Some categories in this group can be: holidays, administrative tasks, vacations, marketing tasks, etc.

The “Miscellaneous Time Page” allows the Administrator to create or delete non-project time categories, so that they are available for Employees to fill in their timesheets more accurately. 

Others: PASconcept History Log

In this page the Administrator can view a history of the actions in PASconcept by all users incorporated by the Company: Administrators, Employees, Clients, and Subconsultants. The data displayed for each entry includes:

-User Name (email)

-System Actions (description of the action: login, send an invoice, new timesheet entry, etc)

-Date and Time

-Notes (notes entered in new timesheet entries, number of invoice sent, number of proposal sent, etc)

Others: Messages

This inbox-like page is where the Administrators can access the following messages:

-Copies of the automatic notifications sent by PASconcept to the Company’s Administrators, Clients, Employees and Subconsultants

-Copies of the messages sent by the Administrator to Clients and Subconsultants through PASconcept, such as those generated when sending invoices and fee proposals. Such messages are sent to those users’ email addresses, and copies are saved in the message page of their PASconcept accounts.

Others: Company Information

This page is dedicated to important information about the Administrator Company’s account with PASconcept. The data gathered in this page determines some the automatic information that appears in documents generated by the Administrators through PASconcept.

The data compiled in this page includes:

Subconsultants: A/E Disciplines List

The A/E Disciplines List is one of the most important features in a Subconsultant’s profile, as it categorizes the services the Subconsultant can provide to the Administrator. The A/E discipline is also a primary category within the new Request for Proposals that decides which Subconsultants will appear listed as potential recipients of the RFP.

In the A/E Disciplines List page, the Administrator can add or remove disciplines as desired, and insert descriptions about each discipline that are useful to maintain uniform information about the scope of expertise of each discipline.

A discipline’s information may be edited for:

-Name

-Description