ShowMgr Web Help

Project and Order Management Tools

• Project and Order Navigation, Views, and Display
• How to Triage Requests

• Creating New Orders: A Quickstart Guide
• Creating and Viewing Projects in ShowMgr
• Adding and modifying Sub-orders
• Creating a Project from a Budget or Bid
• Creating an Order template for new Orders
• Adding a Package or a Bundle

Scheduler

• Navigating Scheduler

• Booking Elements to an Order
• Schedule Resources and Elements within the Scheduler
• Moving or Modifying an Existing Booking in the Scheduler
• Swapping Elements on a Booking
• Using the Calendar
• Printing a Schedule View from the Scheduler

My Work View

• My Portal/Crew Portal: A Quickstart Guide
• Customer Portal: A Quickstart Guide
• Vendor Portal: A Quickstart Guide

Resource Management

• Shift Management

• Common Questions About Resources
• Managing Appointments: Scheduling and Approving Time Off
• Create and Manage Positions
• Managing Groups of Resources
• Adding, Viewing, Modifying, and Merging Resources

Asset Management

• Asset Qty vs Duration vs # Units
• Common Questions about Asset Management
• Adding Assets by SKU
• Viewing Asset Details
• Viewing and Modifying Asset SKUs
• Mapping SKUs to Assets

Accounting and Budgets

• Concepts of Budgeting with ShowMgr

• Adding Actuals to Bookings ("Actualizing")
• How to Sync an Invoice to a Vendor
• An Introduction to Billing and Invoicing
• Purchase Orders

Facility Management

• Adding a new Facility: Sites, Buildings, Rooms, and more
• Viewing and Modifying Facility Details and Facility Types

Reports

• Introduction to Reports
• Building Reports with the Metrics Grid

Services

• Adding a Service

Organizations

• How to add a new Division or Department