Proteus

James Gold

How to activate user account and setup my user profile

Maintain all your client, supplier and other external companies data in one place including addresses and contacts

How to Create Edit or Delete Equipment or Software resources

Setup and maintain client contracts and internal agreed charge out rates using rate tables including terms and conditions

Create your document templates and define your folder structure for newly created records

How to Add the Proteus Add-in and Insert Tags

How to Create, Edit and evaluate an Opportunity and convert to Proposal

Create, clone and manage a proposal record including work breakdown, organogram, plan, experience and generating documents

How to create a project, initial setup and assigning resources and tracking progress

Record and submit your billable and non-billable time, expenses and any equipment or software used

How to create, edit and manage outgoing purchase orders for external commitments to suppliers including supplier invoice receipts

During your project execution create invoices and manage these with status and record as paid

Create and manage recurring external purchase costs that can be applied to your budget