MarketSharp has a field called
Project Manager.
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.