Visit Boris website Setting up a project on the system

Pre-requisites

If you need a new productivity matrix then see Importing a productivity matrix.

  1. a pricing matrix (this matrix can either be a specific matrix of values just for this project, or it can be a matrix shared with one or more other projects)
  2. a pricing multiplier (this can be used to apply a percentage up or down factor to values in a matrix)

If you need a new pricing matrix then see Importing a pricing matrix.


Step-by-step

  1. Login to Boris with the username and password you have been given.
  2. Choose the Setup/Maintenance menu and select the Customers option.
  3. Under Locations, click on Add Location.
  4. Complete the details for the new user:
    Location name The project name.
    Address The site address.
    Seal type list If your project has its own list of seal types then select the list name from the drop-down box. Otherwise, choose Seal Types
    Productivity matrix Select the productivity matrix that you wish to use for this project.
    Multiplier to apply to all items in productivity matrix If the matrix is to be used "as is" then enter 1.0. Alternatively, enter a factor to uplift the values (eg. 1.5 to make them half as large again) or to depress the values (eg. 0.8 to make them 80% of the originals.)
    Pricing matrix Select the pricing matrix that you wish to use for this project.
    Multiplier to apply to all items in pricing matrix If the matrix is to be used "as is" then enter 1.0. Alternatively, enter a factor to uplift the values (eg. 1.5 to make them half as large again) or to depress the values (eg. 0.8 to make them 80% of the originals.)
    Regional or location group

    Leave as default.

 

 


Parts copyright 2014 Boris Software Ltd. Parts copyright 2014 Firetronic Software Ltd. Parts copyright 1998-2014 Cadence Computing Ltd. All Rights Reserved.

Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.