The Project project module is used for project management and gathers all project-related information in one place. This includes key project details such as the project manager, dates, status, and contract information, as well as linked data from other modules in the system. Commonly used modules in connection with projects include tasks, documents, checklists, and non-conformances. However, it is also possible to make use of modules such as risk, protocols, JSA, competence, products, equipment, and finance. Registrations can be linked to a project either by opening the project and creating a new entry from there, or by going directly to the module and selecting the project within the form.
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Sections are used to display the content of a project. The content is presented in a dashboard. Both sections and dashboards can be edited and customised to suit your company’s preferences. Project types can be used to control which sections are visible in different projects.
Project template
Project templates commonly consist of tasks, document requests, and participant requests, although they can also include data from other modules. When setting up a project template, it is useful to begin by identifying which activities the project includes, what documentation is required, and which roles will be needed throughout the project.
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Participants in a project may include employees, suppliers, customers, and contact persons. They can be added directly or through participant requests. Suppliers, customers, and contact persons cannot be given access to the project projects unless they are registered as users in the coworker module and granted the appropriate permissions.
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