Creating Custom Forms in TCM Session - 308

1. Creating Custom Forms in TCMSession - 308 Presenter Myron Kanyuh

2. Creating Custom Forms • Objective of this session • Concept for creating custom forms • Tips when customizing forms • Modifying an Existing Form • Questions / Interactive

3. Objective • To create a customized form to use with The Construction Manager software. The form you create is stored in the Forms Folder in The Construction Manager software, so that you can select it whenever you want to use it. Using this same method any other forms can be created.

4. Concept • You may have a need to enhance the forms provided by The Construction Manager software or to create your own forms. By using the menu option “Work on Forms” custom forms can be created. • Forms consist of checks, supplemental check stubs, customer invoices, customer monthly statements, vendor lien releases, and purchase orders. Once a form is created it is stored to be used when needed.

5. Tips for working on Forms Custom name / file save as Black dividing lines Frequencies Font File / Print Sample Form

6. Creating Custom Forms When creating custom forms, you should rename the form so it will not be over written on the next update.

7. Modifying an Existing Form Let’s modify an AP check form by adding a Joint Payee field.

8. Work on Forms

9. Select Form

10. File Save AS

11. Black Dividing Lines

12. Frequency Heading

13. Frequency Detail

14. Frequency Total

15. Black Dividing Lines

16. Select a Field

17. Select a Field Joint Payee

18. Cut and Paste

19. Cut and Paste

20. Adjust Size

21. Position New Field

22. Position New Field

23. Select to Pay

24. Select Custom Form

25. AP Check

26. Default Form

27. Review • Custom name / file save as • Exception to the rule • Black dividing lines • Frequencies • Font • File / Print Sample Form

28. Question and Answer • Lets hear from you

29. Creating a Custom Form • THANK YOU FOR ATTENDING • IT HAS BEEN A PLEASURE