This function is under development.
During a project, you can collect all orders (service orders, work orders and sales orders) and leak detections (if you use that function) linked to your project. To customize projects, you can create custom fields.
To see this function, you need to have user permissions for Projects. For setting permissions, admin permissions are required. If you don’t have that, contact a person in your group who has admin permission.
Step 1 – 2 requires admin permissions
Step 1:
Set permissions
Set Project permissions by clicking on the user’s name and selecting Change permissions. Scroll down to Project (BETA) and mark which permissions the user should have.
Step 2:
Create Custom fields
To adapt the system to your needs, you can create custom fields. You create the fields in Module settings – Project settings.
Read more about custom fields here.
Step 3:
Create a project
Project is found under Perform.
- Click the + symbol to create a new project.
- Give the project a name and add a description.
- If you have created custom fields, they are displayed here. You can choose from the submitted suggestions or enter your own text.
- Save
Step 4:
Link orders, agreement and quotation to your project
Add orders to your project by clicking on the + symbol. Find the order, agreement or quote and mark it to add it to the project.
If you want to create a new order from here, click on + in the box or on the project itself (marked in red in the image below).
Calendar
Information coming soon.
Document
Gather all the documents related to the project. Click the + symbol to create folders for your documents.
