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.
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.
Note
Assignees on work orders and scheduled maintenance are not immediately added to the project's Technicians tab.
Add scheduled maintenance
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:
After you make your changes, click Save.
Add work orders
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:
After you make your changes, click Save.