|
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.
Back to General Question List
Click here to choose FAQ's for a specific module
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.
Back to General Question List
Click here to choose FAQ's for a specific module
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.
Back to General Question List
Click here to choose FAQ's for a specific module
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.
Last modified:
February 01, 2021
|
