“What are best practices for a design firm that is involved or getting involved in government contracting?” The one word that comes to mind is commitment. In our experience, there are two kinds of design firms that contract with the government. The firm does some government work. They obtain an audited overhead rate, usually because [...]
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Archive | February, 2010
How To Memorize a Report
February 16, 2010
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Many managers and staff review the same report. The most current data may be included, or the information may always look a week, month or quarter in the past. Or the information may include only certain projects or information for specific project managers. BillQuick’s Memorize Report feature saves time by defining report filters once, then [...]
Read moreEnhanced Link Files
February 10, 2010
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Correspondence Contracts Scanned receipts Budgets CAD files Calculations Reports Analyses Proposals Videos Pictures Small firms can easily accumulate 50,000 documents, PDFs, scanned receipts, graphics, CAD drawings and other files on their network server. Large firms can easily have 500,000 files. Employees might have 5,000 to 10,000 files on their PCs or laptops. How do you [...]
Read moreHow To Set Up Groups
February 10, 2010
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Your dozens, hundreds or thousands of project records share common characteristics — same city, same type of work, for a government entity, for a commercial entity, etc. How can you quickly identify like-projects in BillQuick? Use the Group feature. A group is a subset of projects that share common characteristics. In BillQuick 2009 and earlier [...]
Read moreHow To Edit Multiple Records
February 10, 2010
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BillQuick includes many ‘Batch’ capabilities. In How To Batch Clone Projects we showed how how to create multiple project records at one time. Now let’s look at how to batch edit multiple records. Say you cloned a phased project and need to update multiple fields in the project records. 1. Click the Change button. 2. [...]
Read morePersonal Time Off (PTO) Management
February 10, 2010
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Does this sound familiar? It is Thursday. John needs to see his doctor on Monday morning. John emails his supervisor, Bob, but he is not authorized to okay the request. Bob forwards the request to Gloria, the owner of the engineering firm. Gloria is at a prospective client’s location discussing a contract for a big [...]
Read moreFree Webinar – Time & Expense Tracking 101
February 10, 2010
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You ask heavy-duty, need-this-information-now questions every day. Like. . . How much of the budget has been used? How much of the contract has been burned? What is the job cost? How profitable is the project and the client? How much should we bill the client? These are the kind of project, management and billing [...]
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