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.
Add users to a project to keep track of everyone involved in one place.
Note
Assignees on associated work orders and scheduled maintenance are not immediately added to a project.
To do this:
- In Maintenance > Projects, click the project you want to edit.
-
Click the Technicians tab.
Note
Users from any user group can be added to a project, not just technicians. However, only users from the same site as the project can be selected.
- Click the Add button in the bottom left of the list:
- Select a user or user group.
- Click OK.
- Click Save in the top menu bar.