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Company Preferences

Set preferences for your Company instructing eSUB how to handle certain fields and data; Company Preferences affects all Projects.

Company Information

Section can be completed with your company information, it does not reflect in the system.

Hierarchy/Login

Top Hierarchy Level

Select the top hierarchy level of your database.  It is recommended new Subscribers select the Project level, many subscribers find they do not require the full six levels of detail.  

Login To Top Hierarchy Level

Select "Yes" indicates upon logging in Users will be directed to selected top hierarchy level page (for example, the Select Divison page.) The subsequent display of the Select Project page will display only Projects for the selected Division and Market Area.

Select "No" indicates upon logging Users will be directed to the Select Project page, bypassing the Select Division and Select Market Area pages. In this case the Select Project page will display all Projects to which the User has been granted access regardless of the Project's parent Division or Market Area.

Milestones

Search By Phase

Select if you would like to be able to search Milestone achievements by phase.  

Weather Format

Select Weather Format

Depending on location, decide if weather should be tracked in Fahrenheit or Celsius. 

Select Project Page

Display Number Of Rows

Number of projects displayed on the Select Project page before going to Page 2.

Default Sort

Default sort order to display projects on the Select Project page.  These can always be resorted on the page.

Display Hierarchy

Select "Yes" to display the Project's hierarchy (parent Division and Market Area) on the "Current Projects" list of the Select Project page.

Project Summary Page

Display The Following Project Items

Select items to display on the Project Summary page.

Display The Following Document Summary Items

Select items to display on the Project Summary page.

Menus

Allow Project Managers To Add Projects

Select "Yes" to allow Project Manager User Levels to add projects..  For these Users a new menu option "Add Project" will appear under the "Navigate" menu.

Printing

Print Letterhead on the First Page Only

Selecting "No" will print your letterhead on every page.  Most subscribers only print their letterhead on the first page.

Logs

Display Hierarchy On Spreadsheet And Printer Versions Of Logs

Items selected will show on the Excel Version and Printer Version in the Logs menus.

Daily Report Log Default Sort

Default sort order to display on the Daily Report Log page.  DRs can sort by the Daily Report Number or the Daily Report Date.  If Number is selected, the last Daily Report entered will be first.  If Date is selected, the most recent Daily Report will be first.

RFI Log Default Sort

Default sort order to display on the Request For Information Log page.  RFIs can sort by the Request for Information Number, or the Request for Information Date.

COR Log Default Sort

Default sort order to display on the Change Order Request Log page.  CORs can sort by the number, date, or by the "Other Reference No" field in the COR.

Submittal Log Default Sort

Default sort order to display on the Transmittal/Submittal Log page.  SUBs can sort by the submittal number, the transmittal Number, or the submittal status.

PO Log Default Sort

Default sort order to display on the Purchase Order Log page.  POs can sort by the number or the date.

Pay App Log Default Sort

Default sort order to display on the Pay Application Log page.  PAs can sort by the number, the day the pay app is due, the net amount it is for, the amount that is paid, or the date it is paid.

Drawing Set Log Default Sort

Default sort order to display on the Drawing Set Log page.  DSs can sort by the prefix (initial of plan sheet EX: "A" for Architectural, sheet number, seq/area, or description entered.

Correspondence Log Default Sort

Default sort order to display on the Correspondence Log page.  Corr can sort by the number, date, who it's sent to, the subject, or what it's regarding.

Meeting Minutes

Default sort order to display on the Meeting Minutes page.  MM can sort by the number, subject entered, day of the meeting, or who it was prepared by.

Input Forms

Display Pay Rate With Labor Class

Selecting "Yes" will include pay rate information on documents.

Output Forms

Force "Print Preview" On Display Of Output Forms

Selecting "Yes" will force print preview mode to display when viewing documents. Most subscribers select "No" due to the system already allowing you to view a document before printing.

Color

Color Theme

Internal colors that will show in your system on headers and tabs.

Click the Save Data button to accept the entered data and file the Company Preferences in your eSUB database.

 

Logo

It is recommended you send your logo to support@esubinc.com to configure and upload.  If you prefer to upload your own logo, follow the below:

File Path

    1. Browse... button to find the file on your computer or network.
      • Graphic image must have a ".gif" file extension.
      • File vertical dimension is 100 pixels.
      • File horizontal dimension is 425 pixels.
      • Images not meeting recommended dimensions may interfere with data display.

    1. Upload File button to upload logo file to your database.

Letterhead

It is recommended you send your logo to support@esubinc.com to configure and upload.  If you prefer to upload your own letterhead, follow the below:

File Path

    1. Browse... button to find the file on your computer or network.
      • Graphic image must have a ".gif" file extension.
      • File vertical dimension is 960 pixels.
      • File horizontal dimension is 720 pixels.
      • Header depth must not exceed 100 pixels from top.
      • Footer depth must not exceed 40 pixels from bottom.
      • Images not meeting recommended dimensions may interfere with data display.

    1. Upload File button to upload the letterhead file to your database.

 

Correspondence

Correspondence Toolbox Page

Prewritten letters that appear on the Correspondence Toolbox page.  Many of these letters will be generated based on information you have entered in your documents.  For example, the Outstanding RFI Reminder letter will populate a letter based on the RFIs that are late.

Save Data to accept entered data in your database.

Accounting

Input Forms

eSUB can set up your system to move Timecard hours to your financial software.  

Financial Package

Select the financial software your company currently uses from the drop down box. eSUB is compatible with QuickBooks™, Sage 300™, Forefront™, Foundation for Windows™, Jonas Accounting™ or Viewpoint™.

Display Percent of Efficiency Cost

Select if you would like cost from timecards to be displayed on the Percent of Efficiency report.  Displaying timecards on the report will add columns for:

      • "Est Cost"
      • "Act Cost"

DRs (Daily Reports)

Input Forms

Labor Class Iterations on "Old" DR Crew Page

If you joined eSUB after August 5, 2013, this does not apply to you.  For our seasoned subscribers, this option allowed you to edit the daily reports on the Edit DR Labor Activity page to be able to use multiple Labor Classes against a single Labor Activity.

Automatically transfer DR Crews time entries to Timecards

Selecting "Yes" sets timecards for your employees to be created based on the daily reports that have been entered.

Documents

Prefix Daily Report Number with Project Number

Selecting "Yes" includes the project number before the daily report number on every report.  Most clients select this option.

RFIs (Request For Information)

Documents

Prefix Request for Information Number with Project Number

Selecting "Yes" includes the project number before the request for information on every report.  Most clients select this option.

 

CORs (Change Order Request)

Document Templates

Manage Change Order Request Document Templates

Selecting this link will create a change order request template that will be available on all projects.  This is useful if you want your company to always submit the same line items on a change order.  These templates can always be updated when used.

 

Input Forms

Default Comments / Time Extension Request Text

Enter default text you wish to appear in the "Comments / Time Extension Request" field on all new CORs.

Documents

Prefix Change Order Request Number with Project Number

Selecting "Yes" includes the project number before the request for information on every report.  Most clients select this option.

Default Reservation of Rights Text

Enter the default text you wish to appear in the Reservation of Rights text on all CORs.  eSUB provides the following text that you may use or edit to fit your preferences:

      • This COR does not include any amount for impacts such as interference, disruptions, rescheduling, changes in the sequence of work, delays and/or associated acceleration. We expressly reserve the right to submit our request for any of these items

 

Subs (Submittals)

Documents

Prefix Submittal Number with Project Number

Selecting "Yes" includes the project number before the submittal on every report.  Most clients select this option.

Email Submittal As

When emailing a submittal, you have the option to have the your attachments send as one PDF, or as a link with attachments.

 

POs (Purchase Orders)

Input Forms

Project-Specific Numbering

Select "Yes" to enable each project to have it's own set of project numbers.  Select "No" to have each project receive the next available purchase order number.  Most clients select this option.

 

Display "Length" Field

Select "Yes" to add a "Length" field to PO line items.  Select "No" to suppress the display.  Most subscribers do not select this option.

Display "Buyer Notes" Field

Select "Yes" to display the "Buyer Notes" field on the PO document; select "No" to suppress the display.  Buyer notes are comments you'd like to write to your vendor or supplier.

Display "Vendor Notes" Field

Select "Yes" to display the "Vendor Notes" field on the PO document; select "No" to suppress the display.  Vendor notes are comments received from your vendor.

Documents

Prefix Purchase Order Number with Project Number

Selecting "Yes" includes the project number before the submittal on every report.  Most clients select this option.

 

Customer Disclaimer

The customer disclaimer is the "fine print" that will appear on the bottom of your purchase orders.

 

PAs (Pay Applications)

Documents

Prefix Pay Application Number with Project Number

Selecting "Yes" includes the project number before the pay application on every report.  Most clients select this option.

 

DSs (Drawing Sets)

Documents

Prefix Drawing Set Number with Project Number

Selecting "Yes" includes the project number before the drawing sets on every report.  Most clients select this option.

ERs (Equipment Rental)

Email Equipment Rental As

Select if you would like the equipment rental to be sent as a PDF or a embedded link.

Add Cover Sheets For Attachments in PDFs

Select if you would like the equipment rentals to be sent with a cover sheet.

MMs (Meeting Minutes)

Email Meeting Minutes As

Select if you would like the meeting minutes to be sent as a PDF or a embedded link.

Add Cover Sheets For Attachments in PDFs

Select if you would like the meeting minutes to be sent with a cover sheet.

SUBCs (Subcontracts)

Prefix Subcontract Number with Project Number

Select if you would like the subcontract number to be prefixed with the project number.

Email Subcontract As

Select if you would like the Subcontract to be sent as a PDF or a embedded link.

Add Cover Sheets For Attachments in PDFs

Select if you would like the Subcontract to be sent with a cover sheet.

Comments

The comments are used for any special instructions or agreements with project subcontractors. 

Reservation of Rights

The reservation of rights is the "fine print" that will appear on the bottom of your Subcontracts.

 

Notes

  • Company Preferences affect all Projects and should only be changed after careful consideration of the possible impact to each Project.

 

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