Why is the GM on the dashboard and the GM on the project list different?
The GM on the dashboard is based on the invoiced sales amount; on the other hand, the GM on the project list is calculated from the order amount that is not invoiced yet.
GM on Dashboard (%): (1 - (cost / sales amount))*100
GM on Project list (%): (1 - (cost / order amount))*100
How do a vendor or external resource log into ETprocess?
They can use his (her) email address registered in ETprocess as an ID. If (s)he lost the password, the administrator can “Reset Email” or reset the password him/herself.
How to make to reset the password by a vendor or external resource:
1. Go to [DATABASE] and [VENDOR] or [EMPLOYEE] tab.
2. Search and select the person who needs to reset the password.
3. Click the [EDIT] button.
4. And click the [Send Reset Email] button next to the [ACCESS INFORMATION] section.
How to reset the password by the administrator:
1. Go to [DATABASE] and [VENDOR] or [EMPLOYEE] tab.
2. Search and select the person who needs to reset the password.
3. Click the [EDIT] button.
4. And click the [Reset password] button next to the [ACCESS INFORMATION] section.
Why does a notice, "can't attach the file anymore" come up?
ETprocess has been set to limit the file attachment function to 20 times if the PROJECT screen is not refreshed (or screen switched) to reduce excessive transmission burden.
So, to solve the above issue (especially PMs who request a lot of work for the vendor), after writing a few job requests, press the two refresh buttons on the PROJECT screen once (or press F5) to It will be necessary to update the transmission record accumulated in the database (not [DATABASE] in the navigation tree on ETprocess).
What is the standard of the limit of the project number?
Every single project including a child project and sub project is considered 1 project.
Is there any limit on the number of users?
No, there is no limit on the number of users.
Where can I find the user manual?
You can find it in the BLOG tab on the top menu. The blog has many useful guides and tips for ETprocess users.
Can I restore my existing data if I pay again after canceling my payment?
No, you need to back up the data before you cancel the payment.
What happens to the data I have saved when I cancel my subscription?
Data that has already been saved can be stored for 6 months. However, if it is not used for a long time, it may be deleted after a separate notification.
What are the payment methods?
You can pay with a Visa or Master credit card.
I want to cancel my subscription.
You may cancel your subscription at any time you need it. But you can't access the project list until you resume your subscription.
I want to change the plan I am using.
It's possible to change the plan you are using. In this case, the remaining days will be transferred to the revised plan.
Is it possible to customize it?
Some of the functions, such as view setting and assignment type, can be customized by SaaS users, but the basic configuration of the platform, such as terms and webpage colors, can be customized only at package sales.
What is the billing policy?
There are plans for 30 days, 90 days, 180 days, and 365 days, etc. Each plan has a different amount depending on the number of project limits. For details, please see the [PRICING] tab.
Is there any problem with data security or management?
ETprocess manages your data systematically and securely with regular backup and security programs.
How do I start project management with ETprocess?
You can easily follow the Quick Start Guide on the homepage.
I am curious about the scope and period of free trial use.
All features are free for 30 days after you sign up. But the number of projects you can create is limited to 100 within the period.