Outside Sales PLT : Load Center Configuration (Video)
Not sure what you need? Use the Load Center configurator. It"s easy! View the training video for details ... Your browser...
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Project Management PLT : COMPAS Submittal - O & M
The Submittal Package in COMPAS is a great tool to manage the content of your Submittal Package. It can be customized based on users need. 1....
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Project Management PLT : How to revert uploaded documents in Submittal package?
This article provides information on O & M content in submittal. Login to COMPAS Go Open the quote From Actions menu, select "Submittal...
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Project Management PLT : How to view the change order status of line items in manage order?
Manage order has the feature enabled for the users to view the change order line items.Following are the indicators for the line item status...
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Project Management PLT : How to view all change request quotes associated with my order using COMPAS Go?
This article describes the steps to view all the change order quote for a sales order 1.Search the Order or Open order from the dashboard by...
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Project Management PLT : How to do "Submit CR" in COMPAS Go for change order process?
1. After initiating the change request / change order for the following a. Configuration change for existing line b. Addition of new line c....
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Project Management PLT : How should I interpret change request items status in COMPAS Go?
This article describes the change request for selected line item. 1. Search the Order or Open the order from the dashboard by clicking on the...
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Project Management PLT : How to verify or view the scope of changes and view the tech review status in change order or change request (ECR)?
1. Select the line which needs a change / modification as shown below and click the "Create CR". 2. Option to enter the CR name will pop up...
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Project Management PLT : How to create a change order request (CR) from COMPAS Go for existing line items?
This article describes the steps for creating a change request for a line items for a sales order in COMPAS Go. 1. Login into COMPAS Go with...
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Project Management PLT : ECR - External Change Request in COMPAS Go
COMPAS Go now can process ECR"s for Sales and Channel Partners. Remember the ECR is a request. Once submitted the Customer Support Desk will...
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