Overview

A project can include either jobs or inspections, or a combination of both.

Once you have created a project, take a moment to view and edit the project settings. Assign project tasks to a team for completion as needed. See Editing projects.

Creating a project

  1. From the dashboard select the Activities module.
  2. Select Create Project. The Design page is displayed in the left hand panel.
  3. Select the Design field, a dialog is displayed with a list of available project designs.

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  1. Select Next when you have completed selecting the design you require. The Tasks page is displayed.
  2. Select the Task field, the item picker dialog is displayed with a list of available tasks. This allows you to select one or more tasks that you want to include in the project.

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Note

You can create a project without any tasks, they can be added later by editing the project.

  1. When you have confirmed the selection of tasks select Next. The Details page is displayed.
Note

If you select tasks that are already assigned to a project a dialog indicates there is a conflict and allows you to change your selection or reassign the tasks to your project.

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  1. Select the Name field and enter a name for the project. The details required will vary depending on the project design. Mandatory fields are displayed at the top of the details page.

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Note

If you need a route for the project you are creating, you must complete the project first and then add a route from the item details of the project and the route manager, see Creating routes.

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Additional details fields may also be displayed that your processes require you to complete.

  1. Select Done to complete the project. The new project is displayed in the item details panel on the right hand side.
Note

You can also create an ad-hoc project during the job or inspection creation processes.