Getting Started with 4castplus

Getting started with 4castplus involves three steps:

Step 1: Configure your company information

Your first task in 4castplus is to configure your company information. The more detail you provide now, the more time you will save creating and estimating projects, entering timesheets, creating quotes, and preparing invoices.

1. Enter your company profile.
2. Add departments: Define the department structure for your company.
3. Add contractors, customers and suppliers: Identify the contractors, customers and suppliers that you will use for your projects.
4. Enter tax types: You can enter different tax types for different regions.
5. Create resource classes.
6. Add labor resources.
7. Add equipment and materials resources.
8. Establish rate types.
9. Enter cost rates.
10. Enter billing rates.

Step 2: Set up your projects

The next step is to enter project information:

1. Create a project.
2. Create your project work breakdown structure (WBS).
3. Link the project to departments.
4. Assign labor and equipment resources.
5. Create your baseline estimate.

Step 3: Go!

Review the Configuration Assistant to check if you are ready to enter time on projects. If so:

• Your labor resources can enter transactions on timesheets.
• You can send quotes to customers.
• You can invoice customers.
• You can analyze your projects.