Articles in Quick Tips
The reality of using software is that you may encounter errors from time to time. The proper reporting of an error can significantly increase the turnaround time for a resolution. The intent of this article …
Although ideal, procuring AutoCAD floor plans is not always possible. Architects are protective of their intellectual property, rightfully so, and it often takes some convincing that you really only need them to lay out the …
We just finished putting the final touches on huge, highly competitive design build project that could make or break our quarter, when the purchasing manager rushed into the owner’s office and told him we just …
A Component ID is the unique identifier that is assigned to every product that you add to an SI5.5 project. Component IDs display on most of the Visio shapes and AutoCAD blocks and are used …
It is often handy to remove the Grouping settings within a project so that you can sort data. The default Groupings in SI5.5 are first to group by Location then by Zone in addition to …
Issue: You create a custom report off of an existing report for a Work Order, Task, etc… and when you attempt to run the report you get hit with the following error:
Exception has been thrown …
Issue: you create a beautiful drawing within the SI5.5 Visio interface and then realize that the page size is too large and you wish to change to a smaller size for printing . In the …
A Service Order is intended for scheduling time for a technician to go to a jobsite for work that is outside the scope of normal project installation. Service Orders are very different than most other …
Definitions:
Labor Product – also called Labor Items or Labor SKUs. Any product in your database that is assigned to the Category of “Labor” or to a Category that has been assigned the Type “Labor”
Projected Work …
This post will show how to change the graphics on an SI5.5 Proposal. Although the software ships with a stock report named “Proposal w/Graphics”, I will be modifying one of the additional reports that you …
Creating a proposal with no description fields for products is a very easy customization but it does require three custom reports: the main report and two sub-reports. This is because of the three “levels” of …
When you initially download product data from D-Tools, you may wish to choose to mark the products as “Unapproved”. When a product’s Status is designated as “Unapproved”, that product does not synchronize to your Server …



