What are projects?
A Project groups multiple work orders together so you can:
Track overall progress at a glance
See which activities are complete or still in progress
View the total time taken to complete the work
Check who’s participated in each work order
Keep all related reports in one place
Creating projects
To create a new project, head to the Projects page and click on Create new project.
Give your project a name and assign the relevant Location.
Adding work orders
Once you've created a project you can add in progress or completed work orders to it. Select a work order from the drop down list.
Note: Work orders cannot be directly started within a project. They must be started via the Work Orders page and then assigned to your project.
Completing a project
Projects will automatically be marked as completed once all work orders within them are marked as complete.
Need to close out a project early? No problem, you can also manually mark a project as completed, even if some of the work orders are still in progress.
Once completed, the project will move to the Completed tab for easy reference.