Projects

• Projects Basic vs Standard
• How do I create a new project?
• How do I create a new project task?
• How do I assign a task to a project?
• How to register the progress of a project task?
• How do I complete a project task?

Projects Basic vs Standard

There are two versions of the Projects module: Basic and Standard.
The Basic version is part of the Assets Tasks. The Standard version has more extensive functionality.

	Projects Basic	Projects Standard
Name the projects
Project start date and end date
Project type
Project manager
Project status and percentage completed
Link Assets Tasks to Projects
Financial project overview
Link product orders to Projects
Link service orders to Projects
Create project reports
Assign yard services with pricing
Save project documents
Save project photo's

How do I create a new project?

1. Open the Projects module in the left module bar
2. Click on New... 
3. Fill in all details for the new project
   
   
   
4. Click on Save & close

 

How do I create a new project task?

1. Open the module Assets Tasks
2. Click on New task...
   
   
   
3. Describe the task in the Task name and in the tab Task description
4. Eventually, link the task to a project type
5. Click on Save & close

A task can be linked to a project type. When a project is created with that type, all tasks linked to that type will be linked to the newly created project.

Project types can be created and modified in Administration > Projects. The default project types are Standard, Intermediate and Special.

 

How do I assign a task to a project?

There are 2 options to link a task to a project. Assume that the task and the project have already been created.

Option 1

1. Open the module Assets Tasks
2. Right click at a project task
3. Click on Link to project...
   
   
   
4. Select the project to which the task should be linked.
   
   
   
5. Click on Save & close

 

Option 2

1. Open the project to which the task should be linked.
2. Open tab Tasks
3. Click on New...
4. All available project tasks are shown now
   
   
   
5. Select the task(s) and click Save & close

How to register the progress of a project task?

1. Open the tab Tasks in the project
2. Open the task
3. In the tab General, the estimated cost, contractor, and percentage (%) completed can be edited
   
   
   
4. Extra remarks, documents, and photos about the progress can be added in the related tabs.

If the task is completed, move the slider in the tab General to 100%.

How do I complete a project task?

1. Open the task
2. Move the slider to 100%
   
   
   
3. Click on Save & close