The Getting Started Checklist is used as a guide for installing the AccuBuild Program and setting up the Project Management module based on a stand alone PM system. AccuBuild's stand-alone PM system includes access to necessary options within the Job Cost, Client, System Administrator, Document Management and My AccuBuild Reports menus.
The checklist is presented in the order in which items should be completed and most steps are dependent upon completion of the previous steps. The detailed instructions for each step are outlined in the corresponding online Help System links.
Step 1 - Creating a New Company |
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10 min |
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Load the AccuBuild program and set up a new company; program will close automatically after new company is created. |
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Load the AccuBuild program and open the new company. |
Step 2 - Client Information Setup |
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5 min |
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Store a copy of your company logo in the directory created to hold your company data (ie. \Accubld8\ABCCompany). The logo must be in a JPEG format and named rbcologo. |
1 min
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Set up your company name and address in the Client List. |
5 min / job |
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Set up customers, project owners, architects, and subcontractors in the Client List. After a client record is created, be sure to set up the email and contact information for each company using the E-Mail Contact button on the Addr tab. |
5 min / ea |
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Set up the names of your project managers, salesman and job supervisors in the Client List. These names can be linked to each job and can be used to control access to the job information. |
Step 3 - Create Users and User Security |
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30 min |
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Set up security level access in the Menu Settings option.
Important Note: DO NOT restrict users from the User Maintenance option on the System Administrator Menu if the user will be adding or viewing Tasks or Events for other users in PM. Instead, restrict users from the System Administrator Menu itself. This will block access to the sub menu options but it will allow the user to view/edit My Day activities for all users.
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30 min / user |
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Set up the additional user names and assign each a security level. |
1 min / user |
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Set up user access to job information on the Project Mgmt Tab on the User Maintenance Screen. Users can have access to all jobs or only those jobs in which they have been assigned a role (project manager, assistant, etc). |
5 min / user
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Set up user access to the Supervisor Option that is related to PM. This checkbox is found on the Restrictions tab of the User Maintenance screen or User Group screen. If this box is checked, it will deny the user access to the Security tab on the Documents Folder Log which controls user access to documents based on the users job role (project manager, assistant, etc.) or to all users. If the user does NOT have access to the document folder, then they cannot view existing documents within the folder or add documents to the folder.
If the user has been permitted access to the Documents Folder, then their level of access to a document (view, edit, attach, copy, or email) can still be controlled by the Document Management options found on the user or group Restrictions tab.
The Supervisor Option also controls whether the user may delete entries from any type of PM Log. Click on this option to prevent the user from deleting a log.
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1 min / user |
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Set up user access to link Change Order Requests to job cost detail items in the accounting module. Users will be blocked if the user has been denied access to the Accounting Link option in the user or user group restriction settings. |
1 min / user |
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Set up user access to change the various property settings in the PM Module. Users will be blocked if the user has been denied access to the PM Properties option in the user or user group restriction settings.
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5 min / user |
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Set up User Contact Client Number (refer to Step 2) and User Email Settings. |
2 min / user
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Control user access to stored documents using options on the DMS Settings tab. Additional access options can be found on the user or group Restrictions tab under the Document Management heading. |
5 min |
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Allow user access to the various Project Management forms through the Properties button on the Reports Menu. |
Step 4 - Document Management Setup |
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10 min |
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By default, the documents will be stored in the \Accubld8\DocImage folder. Create a new storage location using the Document Management Volume ID option. If a new storage location is created, the Current Volume ID must be updated on the Properties screen. |
1 min |
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Define the default scanner settings on the Properties screen. |
Step 5 - Job Cost Setup |
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5 min / ea |
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Set up the List of Jobs for all current projects. |
2 min / ea |
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Set up User Defined Fields for the List of Jobs the Job Cost Properties option. |
2 min / ea |
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Link the project manager, salesman and job superintendent to each job. |
Step 6 - Project Management Setup |
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1 min
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Determine whether the automatic link between Change Order Requests and the Job Detail Items will be allowed. This can be set up as a system default or on a job by job basis. This option is found on the COR Properties - Markup Parameters screen. |
5 min |
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Set up markup descriptions and percentages for Change Order Requests on the COR Properties - Markup Parameters Screen. |
5 min |
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Create User Defined Fields for RFIs, CORs and Submittals thru the Properties button. |
30 min / ea |
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Set up the list of Categories for each project. Categories can be copied from one job to another and modified as needed. |
30 min / ea |
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Set up the list of Specifications for each project. |
30 min / ea |
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Set up the list of Areas for each project. |
30 min / ea |
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Set up the list of Buildings / Floors / Rooms for each project. |
30 min / ea |
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Set up Teams for each project. |
30 min / ea |
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Customize PM forms as desired and set Custom Form Assignments. |
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Organize additional document storage by creating Document Folders. |
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Indicates mandatory checklist item and should be completed in most cases. |
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Indicates optional checklist item and may be skipped if not applicable. |