# Projects

# 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.

<table border="1" id="bkmrk-projects-basic-proje" style="border-collapse: collapse; width: 100%; height: 325.938px;"><colgroup><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col></colgroup><thead><tr style="height: 29.7969px;"><td style="height: 29.7969px;">  
</td><td class="align-center" style="height: 29.7969px;">Projects Basic</td><td class="align-center" style="height: 29.7969px;">Projects Standard</td></tr></thead><tbody><tr style="height: 35.3906px;"><td style="height: 35.3906px;">Name the projects</td><td class="align-center" style="height: 35.3906px;">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td><td class="align-center" style="height: 35.3906px;">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td></tr><tr style="height: 35.3906px;"><td style="height: 35.3906px;">Project start date and end date </td><td class="align-center" style="height: 35.3906px;">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td><td class="align-center" style="height: 35.3906px;">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td></tr><tr style="height: 35.3906px;"><td style="height: 35.3906px;">Project type</td><td class="align-center" style="height: 35.3906px;">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td><td class="align-center" style="height: 35.3906px;">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td></tr><tr style="height: 35.3906px;"><td style="height: 35.3906px;">Project manager</td><td class="align-center" style="height: 35.3906px;">[![no](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/zVDimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/zVDimage.png)</td><td class="align-center" style="height: 35.3906px;">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td></tr><tr style="height: 35.3906px;"><td style="height: 35.3906px;">Project status and percentage completed</td><td class="align-center" style="height: 35.3906px;">[![no](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/zVDimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/zVDimage.png)</td><td class="align-center" style="height: 35.3906px;">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Link Assets Tasks to Projects</td><td class="align-center" style="height: 29.7969px;">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td><td class="align-center" style="height: 29.7969px;">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Financial project overview </td><td class="align-center" style="height: 29.7969px;">[![no](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/zVDimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/zVDimage.png)</td><td class="align-center" style="height: 29.7969px;">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Link product orders to Projects</td><td class="align-center" style="height: 29.7969px;">[![no](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/zVDimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/zVDimage.png)</td><td class="align-center" style="height: 29.7969px;">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Link service orders to Projects</td><td class="align-center" style="height: 29.7969px;">[![no](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/zVDimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/zVDimage.png)</td><td class="align-center" style="height: 29.7969px;">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td></tr><tr><td>Create project reports</td><td class="align-center">[![no](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/zVDimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/zVDimage.png)</td><td class="align-center">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td></tr><tr><td>Assign yard services with pricing</td><td class="align-center">[![no](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/zVDimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/zVDimage.png)</td><td class="align-center">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td></tr><tr><td>Save project documents</td><td class="align-center">[![no](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/zVDimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/zVDimage.png)</td><td class="align-center">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td></tr><tr><td>Save project photo's</td><td class="align-center">[![no](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/zVDimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/zVDimage.png)</td><td class="align-center">[![yes](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/V7Uimage.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/V7Uimage.png)</td></tr></tbody></table>

# 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  
    [![projects-details.png](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/projects-details.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/projects-details.png)
4. Click on **Save &amp; close**

# How do I create a new project task?

1. Open the module **Assets Tasks**
2. Click on **New task...**  
    [![projects-createprojecttask.png](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/projects-createprojecttask.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/projects-createprojecttask.png)
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 &amp; close**

<p class="callout info">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.</p>

<p class="callout success">Project types can be created and modified in Administration &gt; Projects. The default project types are *Standard*, *Intermediate* and *Special*.</p>

# 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...**  
    [![project-linktasktoproject.png](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/project-linktasktoproject.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/project-linktasktoproject.png)
4. Select the project to which the task should be linked.  
    [![project-linktasktoproject2.png](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/project-linktasktoproject2.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/project-linktasktoproject2.png)
5. Click on **Save &amp; 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  
    [![projects-allprojecttasks.png](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/projects-allprojecttasks.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/projects-allprojecttasks.png)
5. Select the task(s) and click **Save &amp; 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  
    [![projects-taskcompleted-general.png](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/projects-taskcompleted-general.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/projects-taskcompleted-general.png)
4. Extra remarks, documents, and photos about the progress can be added in the related tabs.

<p class="callout info">If the task is completed, move the slider in the tab General to 100%.</p>

# How do I complete a project task?

1. Open the task
2. Move the slider to 100%  
    [![projects-taskslider.png](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/scaled-1680-/projects-taskslider.png)](https://docs.mxsuite.nl/uploads/images/gallery/2024-12/projects-taskslider.png)
3. Click on **Save &amp; close**