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Powerhouse (Process (CMS (Approve Lines (cost codes for location) or…
Powerhouse
Process
Dynamics
Project is created
Job information is added to the project
Customer is created on Dynamics
Job cost codes
Excel Budget Tracker
Select Existing Project Tracker
Cost Tracker (loaded with all info from Dynamics)
Create New Project Tracker
Select Project
Import locations
Select start and end date
Generates Project Tracker
Add Cost Codes
Create contract (docx)
Associate contract with cost codes (lines)
Submit to CMS
CMS
Import Customer
Import Project
Add Customer Info
Add Project Info
Approve Lines (cost codes for location) or reject (with note)
Submits to WennSoft
Setup vendors
May require vendor
Generate PO
Sign PO Document
Add Invoice to PO
Export Invoice to Dynamics
POC
Sample screen to replace the excel, for location setup and cost codes
Approval process
User based login
Contract Administrator
Project Manager
Final Approver (Financial)
Infrastructure
CMS
Reads from SQL Server
Uses SP to do inserts & updates
Exposes API for the Project Tracker
Runs on a MySQL DB