Project (beta)

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. For that, 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.

1. Click the + symbol to create a new project.
2. Give the project a name and add a description.
3. If you have created custom fields, they are displayed here. You can choose from the submitted suggestions or enter your own text.
4. 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.