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Project Management
Updated over a week ago

Although jobs can span multiple days, if you have longer-term projects with complex work assignments and specialized invoicing needs, you may want to consider using the Project record. Projects allow you to better manage projects that may have a longer duration and several pieces of work assigned underneath it.

Enabling Projects

To begin using projects, you'll first need to enable it. Start by clicking on Company Settings and selecting Features & Plugins. Navigate to Project Management and select Enable. Now you're ready to begin creating and tracking your projects!

Click on Features & Plugins

Managing Your Projects

After enabling Projects, find them on the left-side of your screen under Work. Once on the Projects page, you will be taken to the List view by default. Here you can view a list of all of your projects. In this view, you can see the Project names, status, date range, assigned teams, completion percentage, and associated customer.

By clicking the Open, Closed, Unassigned, Archived, or All tabs, you can easily sort your projects by status, as well as see which projects have not been assigned to teams. You can also see all of your projects at a glance.

Click on Open…

You can also use the Gantt tab to organize your projects by date, and see what you have going on for the month. Hover over any of the projects listed in the Gantt view to show the details.

Click on Gantt

Click on the By Status tab to see your projects organized by their completion status.

Click on By Status

Creating and Completing a Project

Click the Create Project button to create a new project.

In the pop-up window, select the customer, name your project, add a description, and choose the start and end date. The location will automatically be pulled from your customer's information.

Next, change the Project Status to reflect the stage that the project is at. You'll be able to updated this as the project progresses.

If you'd like to track your progress on this project, use the completion percentage slider to indicate your current completion level. You can continue to update this slider as the job progresses. You must also click Select Team Assignment to assign one of your teams to this project. To learn more about teams, visit this article.

This will pop up a window where you can select a team to assign this project to. Once you've selected a team, click 'Apply'.

Once your project's details are complete, click Save.

You will then be taken to the project record, where you can:

  • View and edit all the details you just entered

  • Add comments

  • Add jobs or subtasks

  • Create estimates and invoices

  • Attach files

  • Track employee timesheets

  • And more!

Click the Actions button to perform any of these actions.

Click on Actions

You can also select any of these actions from the tabs at the top of the Project Record.

Click on Info…

Adding to a Project

Now, you'll want to add jobs to this project. This can be done from the tabs at the top of the Project Record or from the Project Actions button. Click Create New to set up the first job for this project.

Click on Create Job

Note: If you are not already in the Project Record, you can also create a job from the Jobs button on the left-hand side of your screen. (Just be sure to link it to the related project!)

This will pop up a window to create a job within this project. The Project, Customer and location will be pre-populated. If you need a refresher on creating jobs, click here. You can assign this job to any team member on the team that is assigned to this project.

Once you press Save, the job will show up in the jobs list within the project. Repeat this process to add all the jobs you need in this project.

Once you've added all of your jobs to the project, and your team members have been automatically notified, you may want to add some comments to this project for your team to see. To do so, click on the Comments tab at the top of the Project Record. Write your comment, then click the Send button. This will be visible to all members of the team assigned to this project.

Click on Comment*…

You can also add files to this project under the Files tab.

Examples of file uploads may include:

  • Photos you want to share with your team

  • PDF documents like a service manual for a particular piece of equipment.

Click on Upload File

Completing a Project

When your project is complete, navigate to the Info tab in your Project Record and change the status to Complete. You'll also want to set the completion percentage to 100%.

Click on Opportunity…

Video Tutorial

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