Projects
The MXSuite Projects module helps you to get a grip on your projects like dry dockings and refits.

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?
Open the Projects module in the left module bar 

 Click on New...   

 Fill in all details for the new project 

 Click on Save & close 

 

  

How do I create a new project task?
Open the module Assets Tasks 

 Click on  New task... 

 Describe the task in the Task name and in the tab Task description 

 Eventually, link the task to a project type 

 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 

 

 Open the module Assets Tasks 

 Right click at a project task 

 Click on Link to project... 

 Select the project to which the task should be linked. 

 Click on Save & close 

 

   

 Option 2 

 

 Open the project to which the task should be linked. 

 Open tab Tasks 

 Click on New... 

 All available project tasks are shown now 

 Select the task(s) and click  Save & close

How to register the progress of a project task?
Open the tab Tasks in the project 

 Open the task 

 In the tab General , the estimated cost, contractor, and percentage (%) completed can be edited 

 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?
Open the task 

 Move the slider to 100% 

 Click on Save & close