Difference between revisions of "Quick start guide to Protemos"

From Protemos Wiki
Jump to: navigation, search
 
(27 intermediate revisions by 3 users not shown)
Line 1: Line 1:
−
'''For a brief system overview, please check this video:'''  [[File:2ag.png|60px|link=https://youtu.be/rrG6ImhtWHQ]]
+
'''For a brief system overview, please check this video:'''  [[File:2ag.png|40px|link=https://youtu.be/rrG6ImhtWHQ]]
  
 
'''<I> All the icons are clickable </I>'''
 
'''<I> All the icons are clickable </I>'''
Line 6: Line 6:
  
 
  |-style="height:100px"
 
  |-style="height:100px"
−
  |1. " valign="top" align="center" width="300" |<U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:1ag.png|60px|link=Create Account]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/jX-D7EUltyE]]
+
  |1. " valign="top" align="center" width="300"|<U>[[Create Account|'''1.Create Account''']]</U> <br> <br>[[File:1ag.png|60px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/jX-D7EUltyE]]
 
   
 
   
−
|2. " valign="top" align="center" width="300" |<U>[[Create/import clients|'''2.Create/import clients''']]</U> <br> <br> [[File:1ag.png|60px|link=Create/import clients]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/e23OdYfLewc]]
+
|2. " valign="top" align="center" width="300"|<U>[[Create/import clients|'''2.Create/import clients''']]</U> <br> <br> [[File:1ag.png|60px|link=Create/import clients]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/e23OdYfLewc]]
  
−
  |3. " valign="top" align="center" width="300" |<U>[[Create/import vendors|'''3.Create/import vendors''']]</U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Create/import vendors]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/l63yaXJddQQ]]
+
  |3. " valign="top" align="center" width="300"|<U>[[Create/import vendors|'''3.Create/import vendors''']]</U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Create/import vendors]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/mWKeF5l86NQ]]
 
   
 
   
 
  |- style="height:100px"
 
  |- style="height:100px"
−
  |4. " valign="top" align="center" |<U>[[Create project|'''4.Create project''']]</U> <br> <br> [[File:1ag.png|60px|link=Create project]] [[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link=https://youtu.be/38SpFkjDD9s]]
+
  |4. " valign="top" align="center"|<U>[[Create project|'''4.Create project''']]</U> <br> <br> [[File:1ag.png|60px|link=Create project]] [[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link=https://youtu.be/38SpFkjDD9s]]
  
−
  |5. " valign="top" align="center" |<U>[[Assign jobs|'''5.Assign jobs''']]</U>  <br>'''<span style="color:#990000">(for Enterprise version)</span>''' <br> [[File:1ag.png|60px|link=Assign jobs]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wWAgR_A8-Yc]]  
+
  |5. " valign="top" align="center"|<U>[[Assign jobs|'''5.Assign jobs''']]</U>  <br>'''<span style="color:#990000">(for Enterprise version)</span>''' <br> [[File:1ag.png|60px|link=Assign jobs]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wWAgR_A8-Yc]]  
  
 
  |6. " valign="top" align="center" |<U>[[Issue invoices|'''6.Issue invoices''']] </U> <br> <br>[[File:1ag.png|60px|link=Issue invoices]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/z1brFAnfhDI]]
 
  |6. " valign="top" align="center" |<U>[[Issue invoices|'''6.Issue invoices''']] </U> <br> <br>[[File:1ag.png|60px|link=Issue invoices]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/z1brFAnfhDI]]
 
   
 
   
 
  |- style="height:100px"
 
  |- style="height:100px"
−
  |7. " valign="top" align="center" |<U>[[Recording payments|'''7.Record payments''']] </U> <br> <br>[[File:1ag.png|60px|link=Recording payments]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/QDAQdYh1wPI]]
+
  |7. " valign="top" align="center"|<U>[[Recording payments|'''7.Record payments''']] </U> <br> <br>[[File:1ag.png|60px|link=Recording payments]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/QDAQdYh1wPI]]
 
   
 
   
−
  |8. " valign="top" align="center" |<U>[[Generate reports|'''8.Generate reports''']] </U> <br> <br>[[File:1ag.png|60px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/ZMyuJySmyys]]  
+
  |8. " valign="top" align="center"|<U>[[Generate reports|'''8.Generate reports''']] </U> <br> <br>[[File:1ag.png|60px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/ZMyuJySmyys]]  
  
−
  |9. " valign="top" align="center" |<U>[[Сreate quotes|'''9.Quotes''']] </U> <br> <br> [[File:1ag.png|60px|link=Сreating quotes]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/WRZJHb9njeI]]  
+
  |9. " valign="top" align="center"|<U>[[Сreate quotes|'''9.Quotes''']] </U> <br> <br> [[File:1ag.png|60px|link=Сreate quotes]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/WRZJHb9njeI]]  
 
   
 
   
 
  |- style="height:100px"
 
  |- style="height:100px"
−
  |10. " valign="top" align="center" |<U>[[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:1ag.png|60px|link=Filters and search]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/-7G5FaHQ31Y]]  
+
  |10. " valign="top" align="center"|<U>[[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:1ag.png|60px|link=Filters and search]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/-7G5FaHQ31Y]]  
  
−
  |11. " valign="top" align="center" |<U>[[Export data|'''11.Export data''']] </U> <br> <br> [[File:1ag.png|60px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/X5e4Raf8IqY]]  
+
  |11. " valign="top" align="center"|<U>[[Export data|'''11.Export data''']] </U> <br> <br> [[File:1ag.png|60px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/X5e4Raf8IqY]]  
  
−
  |12. " valign="top" align="center" |<U>[[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:1ag.png|60px|link=Alerts and notifications]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/EFSjwviYtz8]]  
+
  |12. " valign="top" align="center"|<U>[[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:1ag.png|60px|link=Alerts and notifications]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/EFSjwviYtz8]]  
 
   
 
   
 
  |- style="height:100px"
 
  |- style="height:100px"
−
  |13. " valign="top" align="center" |<U>[[Managers and access|'''13.Managers and access''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Managers and access]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/8bfp3W83-mk]]
+
  |13. " valign="top" align="center"|<U>[[Managers and access|'''13.Managers and access''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Managers and access]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/8bfp3W83-mk]]
  
−
  |14. " valign="top" align="center" |<U>[[Customization|'''14.Customization''']] </U> <br> <br> [[File:1ag.png|60px|link=Customization]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wbcGrCuF3lE]]  
+
  |14. " valign="top" align="center"|<U>[[Customization|'''14.Customization''']] </U> <br> <br> [[File:1ag.png|60px|link=Customization]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wbcGrCuF3lE]]  
  
−
  |15. " valign="top" align="center" |<U>[[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hONidYnoW7M]]  
+
  |15. " valign="top" align="center"|<U>[[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hONidYnoW7M]]  
 
  |-
 
  |-
  
Line 45: Line 45:
  
  
−
:::::::::[[File:For the Vendor Quick start guide click here..png|250px|link=Vendor quick start guide]] [[File:For the Vendor Quick start guide click here. (1).png|250px|link=Client quick start guide]]
+
:::::::::[[File:For the Vendor Quick start guide click here..png|250px|link=Vendor quick start guide]][[File:For the Vendor Quick start guide click here. (1).png|250px|link=Client quick start guide]]
  
−
::::::::::::::[[File:For the Vendor Quick start guide click here. (2).png|300px]] <span style="color:#990000"> is being edited </span style>
+
::::::::::::::[[File:For the Vendor Quick start guide click here. (2).png|300px]]  
  
 
{| style="width:900px" border="1"  class="wikitable"
 
{| style="width:900px" border="1"  class="wikitable"
 
   
 
   
 
  |-style="height:100px"
 
  |-style="height:100px"
−
  | " valign="top" align="center" width="300"  | ''' Taxes''' <br> <br> [[File:1ag.png|60px|link=Taxes]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/IHAw-yH3jJM]]
+
  | " valign="top" align="center" width="300"  | <U>[[Taxes|''' Taxes''']] </U> <br> <br> [[File:1ag.png|60px|link=Taxes]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/IHAw-yH3jJM]]
 
   
 
   
−
| " valign="top" align="center" width="300" |  ''' Project templates''' <br> <br> [[File:1ag.png|60px|link=Project templates]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/TM4aKwhBeVU]]
+
| " valign="top" align="center" width="300" |  <U>[[Project templates|''' Project templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Project templates]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/TM4aKwhBeVU]]
  
−
  | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:1ag.png|60px|link=Create job tenders]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/jsAF3SAr9bQ]]
+
  | " valign="top" align="center" width="300" | <U>[[Create job tenders|''' Tenders''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Create job tenders]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/jsAF3SAr9bQ]]
  
 
  |- style="height:100px"
 
  |- style="height:100px"
−
  | " valign="top" align="center" | ''' SmartCat integration'''<br> <br> [[File:1ag.png|60px|link=SmartCAT integration]] [[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link=https://youtu.be/D5UmeR3J22U]]
+
  | " valign="top" align="center" | <U>[[Smartcat integration|''' Smartcat integration''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Smartcat integration]][[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link]]
 +
| " valign="top" align="center" | <U>[[MemoQ integration|''' memoQ integration ''']] </U>  <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=MemoQ integration]]
 +
| " valign="top" align="center" | <U>[[TQAuditor integration|''' TQ Auditor integration''']] </U><br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=TQAuditor integration]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/F0fmYK3hF4Q]]
  
−
  | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:1ag.png|60px|link=MemoQ integration]]   [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/n5pBiy1IJDI]]  
+
|- style="height:100px"
−
 
+
  | " valign="top" align="center" | <U>[[Import vendors from Excel|''' Import vendors''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Import vendors from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Vp_pEUGQG_4]]
−
  | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:1ag.png|60px|link=TQAuditor integration]]   [[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/F0fmYK3hF4Q]]
+
| " valign="top" align="center" | <U>[[Import clients from Excel|''' Import clients''']] </U> <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/9oFngi3mXEc]]
 +
  | " valign="top" align="center" | <U>[[Project details, Workflow tab|'''Workflow ''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Project details, Workflow tab]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]]
  
 
|- style="height:100px"
 
|- style="height:100px"
−
| " valign="top" align="center" | ''' Import vendors'''<br> <br> [[File:1ag.png|60px|link=Import vendors from Excel]] [[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link=https://youtu.be/Vp_pEUGQG_4]]
 
−
 
−
| " valign="top" align="center" |''' Import clients ''' <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]]  [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/9oFngi3mXEc]]
 
  
−
  | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:1ag.png|60px|link=Project details, Workflow tab]]   [[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]]
+
  | " valign="top" align="center" | <U>[[PDF_templates|'''PDF templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=PDF templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hCA48afcmR4]]
 +
| " valign="top" align="center" | <U>[[Messages|'''Messages''']] </U> <br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]
 +
| " valign="top" align="center" | <U>[[To-dos|'''To-dos''']] </U><br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=To-dos]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]  
  
 
|- style="height:100px"
 
|- style="height:100px"
−
| " valign="top" align="center" | ''' Common notes'''<br> <br> [[File:1ag.png|60px|link=Common notes]] [[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link=]]
 
  
−
  | " valign="top" align="center" |'''''' <br><br> [[File:1ag.png|60px|link=]]   [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]  
+
  | " valign="top" align="center" | <U>[[Dashboard|'''Dashboard''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Dashboard]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]
 +
| " valign="top" align="center" | <U>[[Email templates|'''Email templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Email templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]
 +
| " valign="top" align="center" | <U>[[Vendor_rating|'''Vendor rating''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Vendor_rating]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]]  
  
−
| " valign="top" align="center" |'''''' <br><br> [[File:1ag.png|60px|link=]]  [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]
 
  
 
  |}
 
  |}
−
 
−
[[File:7u.png|150px|link=User Manuals]]
 

Latest revision as of 15:48, 11 September 2024

For a brief system overview, please check this video: 2ag.png

All the icons are clickable

1.Create Account

1ag.png Empty square.jpg 2ag.png 		2.Create/import clients

1ag.pngEmpty square.jpg 2ag.png 		3.Create/import vendors
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png
4.Create project

1ag.png Empty square.jpg 2ag.png 		5.Assign jobs
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png 		6.Issue invoices

1ag.pngEmpty square.jpg2ag.png
7.Record payments

1ag.pngEmpty square.jpg2ag.png 		8.Generate reports

1ag.pngEmpty square.jpg2ag.png 		9.Quotes

1ag.pngEmpty square.jpg2ag.png
10.Filters and search

1ag.pngEmpty square.jpg2ag.png 		11.Export data

1ag.png Empty square.jpg2ag.png 		12.Alerts and notifications

1ag.pngEmpty square.jpg 2ag.png
13.Managers and access
(for Enterprise version)
1ag.pngEmpty square.jpg2ag.png 		14.Customization

1ag.pngEmpty square.jpg 2ag.png 		15.Licenses
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png


For the Vendor Quick start guide click here..pngFor the Vendor Quick start guide click here. (1).png
For the Vendor Quick start guide click here. (2).png
Taxes

1ag.pngEmpty square.jpg 2ag.png 		Project templates
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png 		Tenders
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png
Smartcat integration
(for Enterprise version)
1ag.pngEmpty square.jpg link 		memoQ integration
(for Enterprise version)
1ag.png 		TQ Auditor integration
(for Enterprise version)
1ag.pngEmpty square.jpg2ag.png
Import vendors
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png 		Import clients

1ag.pngEmpty square.jpg 2ag.png 		Workflow
(for Enterprise version)
1ag.pngEmpty square.jpg2ag.png
PDF templates
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png 		Messages

1ag.png Empty square.jpg 2ag.png 		To-dos
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png
Dashboard
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png 		Email templates
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png 		Vendor rating
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png


Retrieved from "https://wiki.protemos.com/index.php?title=Quick_start_guide_to_Protemos&oldid=24933"