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Start a New PPM Project

For your convenience there are several methods available to get your new PPM project started:

 

  • Start a new file

  • Open an existing file and 'Save As' new

  • Import from Excel

  • Convert from an existing project in Concerto

  • Convert from the equipment data collection Survey Tool

With your new project started, the Main Estimate Settings wizard will guide you through the steps to capture project specific details such as:

  • Building details: mailing address, invoicing address, service address, height, distance, size, conditions.

 

  • Job type: renewals, block hours, repair work, parts sales, inspect and report, preventive maintenance, full coverage, emergency service, T&M, etc.

 

  • Other settings: hourly rates, job duration, escalation, service window and response options and more.

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