Before you begin
Version: Projects are available with both v5 and v6 Work Orders (what does this mean?), but work orders cannot be added to projects in v6.
Plans: All plans
Permission: Access to projects
Projects are currently not visible on the mobile app.
To create a new project:
- In Maintenance > Projects, click New:
- If your tenant is multi-site, select a site.
- Enter high-level information about your project in the top section (name, description, and notes) and specify relevant dates in the General tab as needed:
- Click Save to create the project.
Now that the project has been created, you can add records, information, and personnel. To learn more, see the following articles: