ManagerPlus Classic

Assets

• Creating an Asset Manually
• Managing Asset Settings
• Adding a Part in the Part Lookup
• Importing Assets
• Linking Common Parts to an Asset

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Bi (Business Intelligence)

• Managing Folders for Business Intelligence
• Managing Permissions for Business Intelligence
• Standard Business Intelligence Reports
• Copying a Report or Dashboard
• Creating an Advanced Report

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Budgets

• Creating a Budget
• Adding a Previous Years Budget
• Deleting a Budget
• Creating a Budget Group
• Estimating a New Fiscal Year

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Inventory

• Adding a Part to Your Inventory Manually
• Importing Inventory Items
• Creating an Inventory Item Manually
• Adding an Image to a Part Record
• Storing Barcodes in an Inventory

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Reports

• Setting Reports for Work Orders
• Setting Reports for Purchase Orders
• Setting Reports for Inspections
• Setting Custom Report Criteria

Security & Administration

• Add or Edit Company Information
• Changing Your Password
• Resetting a Forgotten Password

User Management

• Creating and Editing Users

Work Orders

• Definitions of Fields in a Work Order
• Creating a Work Order
• Adding a Service Item to a Work Order
• Manually Adding Labor to a Work Order
• Re-Opening a Work Order

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Work Request

• Creating a Work Request
• Creating a Work Request Through the Request Portal
• Finding Your Company's Request Portal URL
• Adding an Attachment to a Work Request
• Adding Notes to a Work Request

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