01What it is
New project is a shortcut in the Modules menu, visible to people allowed to edit projects. A project is the whole undertaking for a client: it has a deadline, a budget, an address and people, and it holds units and jobs.
For a small piece of work, such as a single bathroom, Small project on the projects list is quicker: one name creates three ordinary records, a project, a unit and a job, which you can rename separately later.
- FROM ANYWHERE
- A shortcut in the Modules menu.
- READY TO PLAN
- A new project starts with the Planned status.
- ATTENDANCE ON SITE
- A radius from 20 to 5000 m, 150 m by default.
02What it is for
No list hunting
You create the project wherever you are.
Address and map
Coordinates place the project on the site map.
Budget from the start
People with access to finance enter the budget when creating it.
Crew attendance
The check-in radius marks out the place of work.
03Main options
The quick action opens the same form as New project on the projects list.
Client, status, deadline and budget
The project name and the base and store are required.
- Name and project code (the code cannot repeat within the company)
- Client and status: Planned, In progress, Paused, Completed, Archived
- Base and store: the company location that issues materials
- Start and deadline (the deadline cannot be before the start)
- Budget (with access to finance), description and note
Where the place of work is
Details used by the map and crew attendance.
- Address, postcode and city
- Latitude and longitude for the site map
- Check-in radius in metres (20–5000)
04Tasks step by step
- STEP 1Open the Modules menu and choose New project in the top row.
- STEP 2Enter the name, choose the client and the base, set the start and the deadline.
- STEP 3Save, then add units and jobs in Modules › Projects.
- STEP 1Open Modules › Projects › Projects and choose Small project.
- STEP 2Enter the name, choose the client and the deadline.
- STEP 3Save. A project, a unit and a job with the same name are created.
05Actions
What you do next with a new project.
New project
The form from the Modules menu.
Small project
A project, a unit and a job in one save.
Project on the map
Coordinates in the project form.
06What it connects to
Choose a module to see what happens to the project next.
Units
A project holds units; when the client changes, the units move with the project.
Go to the topicUnitsAttendance
The project radius marks out where attendance is confirmed.
Go to the topicAttendanceLocations
The project's base and store is one of the company locations.
Go to the topicLocations