Help & Support Center
Your guide to understanding and using the Project Execution System.
Project & Workflow Management
This section covers the entire project lifecycle, from creating a new project from a customer quote, configuring finished goods, and moving the project through the various workflow stages from estimating to shipping. Learn how to track progress, manage scope, and ensure your projects stay on schedule.
Detailed documentation and interactive tutorials for this section are coming soon...
Procure-to-Pay Workflow
This section explains how to manage suppliers, view material demand generated from projects, create purchase orders, and manage the receiving process. Understand how to track inventory levels, manage supplier performance, and ensure timely material availability for production.
Detailed documentation and interactive tutorials for this section are coming soon...
Quality Management System (QMS)
The Quality Management System (QMS) is a comprehensive module designed to track, manage, and analyze all aspects of quality control. It integrates issue logging, corrective actions, scheduling, and cost analysis into a cohesive system.
Core Components & Flow
The module is built around a central ticketing system that feeds into various specialized sub-modules. The typical flow is: Issue Reported -> Investigation & CAPA -> Resolution & Monitoring.
- QMS Dashboard: A high-level overview of all quality metrics, schedules, and recent activities. (File: /quality/qms/page.tsx)
- Issue Log: A master list of all non-conformance reports and quality-related tickets. (File: /quality/issue-log/page.tsx)
- CAPA System: A formal process for root cause analysis using the 8D methodology. Initiated from the issue log. (Files: /quality/capa/...)
- COPQ Dashboard: Visualizes the financial impact of failures, categorized by prevention, appraisal, internal, and external costs. (File: /quality/copq/page.tsx)
- Schedules & Logs: Includes calendars for audits and CAPA due dates, and logs for inspections and equipment calibration. (Files: /quality/audit-schedule/page.tsx, /quality/inspection-log/page.tsx, etc.)
Key Data Structures
To replicate this, you would need to model these primary data objects in your database (e.g., Firestore collections):
- Tickets: A central collection for all issues. Each ticket should have a status, priority, description, and links to projects or parts.
- CAPA Forms: Linked to one or more tickets, this stores the detailed 8D report.
- Quality Cost Log: A simple ledger of all costs associated with poor quality, categorized for the COPQ dashboard.
- Inspection Plans: Policies defining inspection requirements for each product.
- Calibration Log: A record of all equipment, including last calibration and next due date.
Detailed documentation and interactive tutorials for this section are coming soon...
Human Resources
This section covers managing employees, the hiring pipeline, performance reviews, and the employee time clock. Find guides on how to add new employees, manage roles, and track employee performance and observations over time.
Detailed documentation and interactive tutorials for this section are coming soon...
Financials
An overview of the financial modules, including the General Ledger, Accounts Payable/Receivable, and Project Accounting. This area is critical for understanding the financial health of the business and individual projects.
Detailed documentation and interactive tutorials for this section are coming soon...
System Configuration
Information for administrators on how to configure the core ERP system, including workflows, items, work centers, and locations. Proper configuration is key to tailoring the system to your specific business processes.
Detailed documentation and interactive tutorials for this section are coming soon...