Wednesday 3 September 2014

Promap Masterclass- Article 5

This fifth article looks at the settings within Promap and the expenditure reporting.

Promap Settings






The settings section within Promap gives you the opportunity to personalise the map and saving options within the system. It is accessed via the cog icon in the top left hand corner of the screen.

Once in the settings section you will have the following options. 

The main options are: 
·         ”Project” and “Reference” - will enable you to update the information entered into the expenditure details boxes for this project.
·         “Starting dialog” - will allow you to personalise which search option appears first when looking for sites.  This can be altered to “Locate by” to search for new sites or to one of the options that allows you to search through your previously saved maps.
·         “Check for saved maps when locating an address” - automatically prompts Promap to search through your previously saved maps when searching for a new site.
·         “Prompt to save map after printing / exporting” - ensures that whenever you incur a charge relating to these two functions a save screen will appear to allow you to record the fact that this charge has been paid. This can reduce costs for re-printing or re-exporting that map for twelve months after.
·        “Default Map Display” for OS / UKMap -   Set your preferred map style as the default for any new maps you open up.
·         “Area units” - enables you to set the measurement units in Promap so they appear in either m/ ft 2 or hectares and acres
·        “Site marker style” - enables you to alter the appearance of your sites marker on the map. 

Expenditure Reporting


If you are looking to allocate the cost of a map to a particular client or project and do not want to have to wait for your Promap invoice to come through, the” Account expenditure” option accessed via the pound sign icon in the top left hand corner of the screen will allow you to access a report called “Project / Reference Summary”.  This will show you all the costs incurred on the system and the projects and references they relate to (as entered into the expenditure details boxes at the time of charging). This report will also allow you to set the date range for the report as well meaning that you can obtain this information much faster.

Free Masterclass webinar: These features and more will be demonstrated during the next free webinar on 19 September 2014. To register, click here

If you found this article useful, keep an eye out for our next Masterclass blog which is due to be sent on the 10th September 2014. For more detailed advice on Promap why not book one of our training courses (which are all now FREE) or visit our training website by clicking here to find other useful tips and training aids.

If there are any other topics you would like to see included in the Masterclass blogs or if you have any other questions please call us on 0844 844 9965 or email us at training@promap.co.uk

Images: Ordnance Survey © Crown copyright and/or Database Right. All rights reserved. Licence 100022432

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