Getting Started
Maconomy is a project-based enterprise resource planning (ERP) solution that integrates projects, finances, and people or resources.
The Maconomy Concepts Guide aims to provide information regarding various features available in the system. It uses a role- and area-based struucture to help you easily find the material you need.
- Related Topics:
- Intro to User Interfaces
This section provides an overview of the Maconomy clients: the Workspace Client, Web Client, and Touch. - Concepts and Terms
This section is an introduction to the Maconomy client. It discusses general concepts and terms, as well as some frequently used actions and Steps. - Workspaces
A workspace is a grouping of panels, organized hierarchically around a business entity (such as a customer), a role (such as a project manager), or a process (such as financial reporting). - Search and Filters
You can use search and filters to find business entities that you need to work with. - Context-Specific Search
Context-specific search is different from search using filters. - Actions
Actions are things that you can do. - Wizards
Wizards are special windows that help you perform a specific task in Maconomy by guiding you through the steps that are necessary to perform the task. - To-Dos
It is possible to set up Maconomy so that users are notified when certain events occur. - Menu Search Capability
The Search Capability feature allows you to enter terms into a search field and retrieve information for a particular workspace. - Search Favorites
The Search Favorites feature enables you to take any filter restriction and custom sorting that you frequently use and save it as a ”favorite” for searching purposes. - Using the Keyboard
You can use the keyboard instead of the mouse (or a similar tracking device) to control the Maconomy client. - Keyboard Shortcuts
You can use keystroke combinations to navigate workspaces. - Working with Tables
A lot of data in Maconomy is presented in tables. - Conversations
Maconomy allows its users to create and respond to conversations regarding specific transactions. - Document Archives
Document archives are available in several workspaces in the Workspace Client.