Client Update/Inquiry allows easy access to your client and project information. The application may be run in 3 modes each of which provides different levels of data access. Client, Project, 12 Month History, and A/R Ledger tabs provide data appropriate to the tab label. Licensed TrakDate users also have Project Tasks and All Tasks tabs relevant to the Task tracking functions of TrakDate.
Use Update mode, to add or modify clients or projects, click the Modify button to make changes to an existing Client or Project.
To Add a new Client or Project, click the Add button.
Access Update mode from the PowerPM launcher or from the Client Update item in the File menu.
Use Inquiry mode, to review client and/or project data.
Access Inquiry mode from the Client Inquiry item in the Display menu.
Note that this is a Read-Only mode and no Add or Modify buttons are available.
Use PowerDex mode, to review limited client and/or project data.
PowerDex mode is a special type of Inquiry Mode which limits the data that is viewable. Only the Client and Project tabs are accessible
and no financial data is available. Note that this is a Read-Only mode.
To select a display, click on the appropriate tab. The 12 Month History option provides a drill down to transaction level data.
- 12 Month History - Shows monthly totals of Work, Billings, Payments, etc.
- A/R Ledger - Shows A/R transaction history for a selected period
12 Month History of Chargeable Work
The Project Tasks and All Tasks tabs are part of the TrakDate product which provides features for defining and monitoring the progress of Tasks such as Tax returns.