Managing a project can be stressful and difficult. This document and video discuss all things projects such as, handling financials, consulting, and workorder tasks.
This document is split into the 4 Sections within a project.
- Section A: Project Details
- Section B: Workorders
- Section C: Tasks
- Section D: Financial
Section A: Project Details
A) Add a new workorder to the project
For information on how to add a Workorder to a project click here.
B) Create a task specific to a workorder or specific to the project.
For information on how to add a New Task to a workorder click here.
Section B: Workorders
A) Search workorders here to add it to the project
B) Quickly view status of the workorders
Section C: Task
The task that is displayed here and task that is for the project. These are different from task specifically within a workorder
A) Task Name
B) Completed/Not Completed
C) Task Description
D) Assign To
Note: The user who the task is assigned to will have the task displayed on his or her dashboard.
E) Due Date
Note: The task will display on the watcher's dashboard until the user it was assigned to complete the task.
Section D: Financial
The financial area gets its information from the workorders specific to this project.
A) Billable Hours
C) Labor Cost
D) Total Cost
E) Total Estimate
F) Total Bill