Plan

In OMNI Planning is divided into two distinct phases:

• A Plan for a Job - that has not been awarded yet i.e. is in the Pre-Tender stage.
  • This comprises of the following steps:
    • Create the Enquiry i.e. Pre-Tender Job.
    • Add the Requirements.
    • Add the Estimate and Schedule
    • Create the Quote (i.e. Tender)
• A Plan for a Job that has been awarded and is in the Post-Tender stage.
  • This comprises of the following steps:
    • Create the Job (if not already created from the Pre-Tender process)
    • Schedule and perform a Work Breakdown of the Requirements.
    • Create a Resource Estimate.

The modules used for the above functionality broadly include the CRM and Projects modules.