Project Manager

MarketSharp has a field called Project ManagerProject-Manager Images

It is a customer only field, and can be found in the Details link of a job.

As well as the Production link of a job.

The Project Manager drop-down is populated using permissions in the employee maintenance area in MarketSharp. Therefore, to add people to this field, they will need to be an employee.

To Add an Employee to the Project Manager Drop-down

Click on Admin in the drop-down in the upper right corner of MarketSharp

Choose Employee Maintenance

Click on the picture of the Key to the left of the employee’s name that you wish to edit

Click on the words List Permissions

Put a check mark to the left of Project Manager

Scroll to the bottom of the page and click Save Permissions

 

Sales Report by Project Manager

The Sales Report by Project Manager is a report of jobs that are grouped by Project Manger. The report gives the options to use All Records, Contract Date Range, Job Sale Date Range, Job Completion Date Range, and Product Sale Date Range to show products and the Project Manager that was listed.

Keep in mind that the Project Manager field is located in the details/production area of the job, so if there are multiple products, there could be multiple Project Managers.

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