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 specific to the site they were created in, and cannot be associated with work orders, scheduled maintenance, or personnel on a different site.
- Projects are currently not visible on the mobile app.
You add scheduled maintenance or work orders to a project through the Project field on a record, and not directly on a project in Maintenance > Projects.
To add a work order to a project, navigate to its page in Maintenance > Work Orders, and select the project you want to add it to in the Project field:
Afterwards, click Save.
To add a scheduled maintenance record to a project, navigate to its page in Maintenance > Scheduled Maintenance and select the project you want to add it to in the Project field:
Once added, these records will be displayed in the project's Work Orders and Scheduled Maintenance tab. Only one project can be associated with a work order or scheduled maintenance record at a time. Assignees on the records are immediately added to the project's Technicians tab.
Steps:
1. To add a scheduled maintenance to a project, open a scheduled maintenance, and select the project from the Project dropdown menu. You will only be able to assign a scheduled maintenance to a project provided they are in the same site.
2. Select Maintenance, Projects, and Scheduled Maintenance to view the work order that is associated with the project
3. Follow the same procedure to add more scheduled maintenances to the project.