Project Entry Creation Methods in iSave

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Presentation transcript:

Project Entry Creation Methods in iSave There are 2 main modules to enter a project in iSave. Strategic Module – multiple screens, regardless of threshold or negotiation type, but where the project has an uneven split in time. Quick Entry Module – single screen, fewer clicks, regardless of threshold or negotiation type but does not have the ability to enter projects in which there is an uneven split in time. Quick Entry You may use the Quick Entry Module when the following condition has been met: If the monthly savings split is equal. Strategic Module If the projects savings are not split equally, you MUST use the Strategic Module. Note: We are currently working with Zycus to add in the approval workflow to Quick Entry to simplify project entry by Q2 ‘17.