Projects can typically be installations, alterations, maintenance stops, separate job areas, etc. Sub-projects can be created for a project.
Every work order that is created must be linked to a project. Hours can be posted directly to a project, without a work order. Projects can also be linked to other locations in the system, such as Purchase orders/lines, storage transactions, etc.
The system default is that there must be a project for ongoing maintenance. This can be linked to users via the user profile, which means that this project automatically comes in on the job by default.
Specific project types can be defined via the menu ‘System’ → ‘Work orders/Checklists’. These are linked to the various projects and are used to filter projects.
From the project overview (list view), new projects and sub-projects can be created. Work orders, historical jobs and time management can also be created from here, directly to a specific project.
Furthermore, clicking on the project number brings up the project card with project info, which contains statistics, budget information, due status and workflow status for the project.
Note: Projects can also be created via the menu ‘System’ → ‘Cost carriers’.