PRM Overview

Getting Started

• XactPRM Walkthrough Video
• Steps to create an estimate
• Help options for XactPRM

Step-by-Step: Creating an Estimate

• Step 1 - Creating an estimate
• Step 2 - Filling in the Project Info tab
• Step 3 - Filling in the Pricing tab
• Step 4 - Adding and Managing Images on the Images tab
• Step 5 - Estimating
• Step 6 - Completing an estimate and viewing reports

Managing Users

• Adding and managing users
• Utilizing Organizational Units
• Managing Security Groups