I’m setting up a new base for my construction company. Would like suggestion on best basic structure. We will only do 3-5 jobs a year. What is best layout of tables for grouping Bids, Tasks, Production Schedules, Job Cost Estimate, Job Budget tracking. I guess my question is how do I best structure so I can view individually for each of these and also combined across all jobs for everything except budget and estimates?
Thanks Mohamed. Basic setup is going well.
Narrowing my question: What is the best way to handle setup for items that require their own Table and will be many in number. Ex - Table used to generate a cost multi-line cost estimate and proposal for a construction job where company has many jobs to bid. Is the best solution a separate base for generating estimates then transfer winning proposals and estimates to main base?
I’m a PM for commercial subcontractor. I use AT for PM, and CRM. My core table is my "leads table, which aggregates all of the subsidiary data such as SOW’s; Cost Estimates; Accounts\Contacts; Plans-Specs-Addendums. I use roll-ups, lookups in the leads table to generate important project specific info such as: task schedule from lead to bid, list Accounts with contract such as vendors, engineer, list of GC bidding, vendors providing material estimates. On award, a daughter table filters lead info into projects table.
Hope that helps.