Project Management
Webvantage Training – Desktop & Assignments for Creative
Webvantage Training – Jobs, Assignments & Alerts
Video Transcript Alright, so I would highly encourage you guys to bookmarks, right advantagehosted.com/webvantage, so you have your login page right there. It’s the same login screen, either the live or the training database, it’s the same URL, so there’s no issues there. So, from a standpoint of being a job creator, there’s different ways […]
Webvantage Training – Project Management Tools Overview
Video Transcript: 0:00:01.4 S1: This conference will now be recorded. Alright. 0:00:05.3 S2: I said, Do you wanna just kick us off and I can go… 0:00:11.2 S1: Yeah, so we’ll be going through some features of Webvantage today, a pretty good list of kinda high level overview of everything, but […]
Creating PO’s in Webvantage
From your desktop, you’ll go to the main menu, project management, and purchase order. That’ll open the purchase order menu. To open a new one, click the green plus and you’ll see the New Purchase Order window. So here you’ll type what the PO is for. To select the ‘issued to’ vendor, double-click in that […]
Creating Assignments in Webvantage
Let’s look at creating assignments in Webvantage. So we’re gonna want to start on the job we want to create assignments for. So the quick way to do this is to right/secondary click on the white space in the job jacket, and you’ll get this menu. So we’re going to pick new assignment. And this […]
Creating an Estimate in Webvantage
We’re going to look at creating an estimate in Webvantage. We’re going to start on our job jacket screen. We got there by clicking on the menu, project management, and job jacket. You can click this little search icon and pull up all of your open jobs, or if you know the specific number […]
Opening Jobs in Webvantage
Let’s take a look at opening jobs. So from our desktop, we’ll click the main menu, project management and job jacket. This is where you’d be able to search for any open job jackets. But since we’re just opening a new one, we’re going to click the green plus button. From there, we can select our […]
Create Open POs Report
From your desktop in Webvantage go to main menu, desktop, report writer, dynamic reports. Click on the pencil icon next to Open PO’s. Click “Load Data”. You’ll go through the options Select date range Select by client Select by vendor Click Okay. To save the report as a spreadsheet click on “printing” at the […]