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 the function, you need to have user permissions for Projects. If you do not have the permission to set permissions yourself, contact one of you 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.
- Save
Step 4: Link orders to your project
Add orders to your project by clicking on the + symbol.
If you want to create a new order from here, click on + in the box.
Custom fields
If you have custom fields, select a suggestion from the list or enter a new one.
