Projects are akin to a multi-job mode. Within them, you can define a job sequence and monitor overall work progression.
Click on Projects (1), then on the Add Project (2) button.
1 --> Enter the Customer (required)
2 --> Enter the Site (optional)
3 --> Enter the piece of Equipment (optional)
4 --> Enter one or more Tags (optional)
5 --> Provide a custom Project Number if needed (optional)
6 --> Enter the project's Description (optional)
7 --> Select a Project Type. (Project types can be managed under Configuration --> Project Types)
To see how to create Project Types please check the article "Project Types"
8 --> Click on Save
New in v61: Ability to Link/Unlink your jobs to an existing PROJECT
- Open the intervention details, click on Actions > Link a Project
- Choose the Project and Validate : The Project will be automatically added to the job details
Similarly, to unlink an job from the project:
- Open the project, select one or more interventions from the list, click With Selected > Unlink