Projects can typically be installations, alterations, maintenance stops, separate job areas, etc. Sub-projects can be created for a project.

A work order that is created can 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.

Projects can be displayed in structure or table view. In the table view there is an Excel button for export,

Lamp status: Status changes from green to yellow to red are in days. If a completion date is set for the project, the lamp will be set to blue.

Note: To view the budget amount, the amount spent, and the remaining budget, you must enable 'Show [Total]' in the upper left corner of the list view. (This is due to speed optimization.)

Furthermore, clicking on the project number/-name brings up the project card with various project info.

Note: Projects can also be created via the menu ‘System’ → ‘Cost carriers’.