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Quantum Project Manager
Frequently Asked Questions

The list below contains answers to some of the questions most frequently asked by our customers on how to use the Quantum Project Manager program. Click on the links below to find the answers to the questions. We suggest however, if you have not done so, please read the program manual before proceeding.  They will give you a basic understanding of how to use the program and cover many other questions not covered on this screen.

Click on the link for the module you wish to view...

Frequently Asked Questions (general)

FAQ Billing Module

FAQ Certified Payroll Module


FAQ Estimating Module

FAQ Communications Module

FAQ Contract Docs Module

 

 

General:

1. How do I backup and restore my Quantum Project Manager data?

2. Can I use this program on a network with multiple users?

3. Can I email the reports that are available in the program?

4. How do I use the QuickBooks integration features available in the program?

 

 



1. How do I backup and restore my Quantum Project Manager data?

There is a backup application that comes with the program. It is a separate application that has it’s own selection on the Windows Start Menu.  First, close out of the Quantum Project Manager, and then click Start, (All) Programs, Quantum Project Manager, Quantum Project Manager Backup. Then follow the instructions on the screen and the Help tab to backup or restore your data. The data is compressed and backed up using the popular .zip format and can be backed up to diskette or any other writable media that your PC supports.

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2. Can I use this program on a network with multiple users?

Yes, the program can be shared on a network with multiple users. You just install the program on each PC to the C: drive (use the default settings). Then copy one of the projdat.accdb files (located in the program folder) to a shared server location (server-client), or just share the Quantum Project Manager folder on the main PC (peer-to-peer networking).  On each PC, set the data location under Preferences, Data Location, to point to the shared network location for the projdat.accdb file.

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3. Can I email the reports that are available in the program?

Yes, you can email any report by clicking the RTF or PDF buttons on the toolbar (you must be in the print preview of the report you want to email).  After selecting the RTF or PDF button, another window opens, then you must first create the document, exit the document, and then click the Email RTF (or PDF) File button.  This method requires that you have a MAPI-compliant email program installed and configured on your PC (you will get an error message if you don’t).  Another option is to create the RTF or PDF document and then manually open your email and attach the document.

4. How do I use the QuickBooks integration features available in the program?
There is a section in the back of the printed user guide you will receive entitled “QuickBooks Integration” that gives detailed steps to follow. There is also a help file that contains topics with similar information. For the Certified Payroll Reports module, there is a checklist built into the program to walk you through the setup and weekly usage process. Just click on the “Certified Payroll Checklist” button on the main menu. And, of course, you can always call our technical support staff at 610-373-4835 with any questions or problems. You can also make an appointment with technical support to walk through the entire setup process on the phone. We even have remote access capabilities where we can connect to your PC via the Internet (with your permission) to help you set things up or troubleshoot any issues. Click here to open and print a page with more information on how to get started with the QuickBooks integration.

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If you still can't find the answer you need after reading the instructions and our FAQ page, please feel free to contact our technical support using one of the options below

Support Contact Information

You can contact us by using any of the below methods.

Email:     support@quantumss.com
Phone:  (610) 373-4835
Fax:        (610) 373-5215
 
Last modified: January 04, 2013

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Quantum Software Solutions, Inc.
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Phone: 800-894-1278 Fax: 610-373-5215 Email:
info@quantumss.com

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