DavidG: Projects filter by zone when added from project.

2022-06-03T15:49:54Z

Projects filter by zone when added from project.

Amy at 18:02, 14 June 2011

2011-06-14T18:02:53Z

Moha: Created page with "Projects are a way to group together service and install orders. When the orders are invoiced, the invoices will also be linked to the project. You can look at all charges, cost..."

2011-06-11T17:21:04Z

Created page with "Projects are a way to group together service and install orders. When the orders are invoiced, the invoices will also be linked to the project. You can look at all charges, cost..."

New page

Projects are a way to group together service and install orders. When the orders are invoiced, the invoices will also be linked to the project. You can look at all charges, costs and profits based on all orders added to the project.

@@ Line 16: / Line 16: @@
 #       Go to the project.
 #       Select the '''Included Service Orders''' tab or '''Included Installation Orders''' tab.
-#       Click '''Add''' and select the order you want to add to the project.
+#       Click '''Add''' and select the order you want to add to the project. Note that the selection is limited by Zone.
 #       Save the project.

← Older revision		Revision as of 18:02, 14 June 2011
Line 1:		Line 1:
	Projects are a way to group together service and install orders. When the orders are invoiced, the invoices will also be linked to the project. You can look at all charges, costs and profits based on all orders added to the project.		Projects are a way to group together service and install orders. When the orders are invoiced, the invoices will also be linked to the project. You can look at all charges, costs and profits based on all orders added to the project.
		+
		+	== Adding Orders to a Project ==
		+
		+	You can either add orders to a project from the project or from the order. First click New to create a new project, and then you can add orders.
		+
		+	'''Add from the order'''
		+
		+	# Go to the order.
		+	# On the '''Details and Settings''' tab, locate the '''Project''' field.
		+	# Select the open project from the drop down.
		+
		+
		+	'''Add from the project'''
		+
		+	# Go to the project.
		+	# Select the '''Included Service Orders''' tab or '''Included Installation Orders''' tab.
		+	# Click '''Add''' and select the order you want to add to the project.
		+	# Save the project.
		+
		+
		+	== Project Tab Overview ==
		+
		+	<h3>Details and Settings tab</h3>
		+
		+	Here you can type a name and description for the project and assign a Project Manager.
		+
		+
		+	[[File:Project_Details.jpg]]
		+
		+
		+	<h3>Totals tab</h3>
		+
		+	At a glance you can view the charges, costs and profits based on the orders linked to the project.
		+
		+
		+
		+	<h3>Included Installation Orders tab</h3>
		+
		+	This tab will show you all Install Orders linked to the project.
		+
		+
		+	[[File:IncludedInstallation.jpg]]
		+
		+
		+	{\| class="MsoTableGrid" style="border-collapse: collapse; border: medium none"
		+	\| style="width: 62.75pt; padding: 0in 5.4pt" width="84" valign="top" \|
		+	'''Add'''
		+	\| style="width: 245.2pt; padding: 0in 5.4pt" width="327" valign="top" \|
		+	Click to select an Install order to add to the project.
		+	\|- style="height: 24.75pt"
		+	\| style="width: 62.75pt; padding: 0in 5.4pt; height: 24.75pt" width="84" valign="top" \|
		+	'''Edit'''
		+	\| style="width: 245.2pt; padding: 0in 5.4pt; height: 24.75pt" width="327" valign="top" \|
		+	Select an order and click Edit to jump to the order in the Install module.
		+	\|-
		+	\| style="width: 62.75pt; padding: 0in 5.4pt" width="84" valign="top" \|
		+	'''Remove'''
		+	\| style="width: 245.2pt; padding: 0in 5.4pt" width="327" valign="top" \|
		+	Remove an order from the project.
		+	\|-
		+	\| style="width: 62.75pt; padding: 0in 5.4pt" width="84" valign="top" \|
		+	'''Quick View'''
		+	\| style="width: 245.2pt; padding: 0in 5.4pt" width="327" valign="top" \|
		+	Select an order and click Quick View to open the order in a new window.
		+	\|}
		+
		+
		+	View by status – select Open, Closed, Invoiced or All on the right.
		+
		+	[[File:byStatus.jpg]]
		+
		+
		+
		+	<h3>Included Invoices tab</h3>
		+
		+	This tab will show you all invoices for the linked service or install orders.
		+
		+	{\| class="MsoTableGrid" style="border-collapse: collapse; border: medium none"
		+	\| style="width: 0.95in; padding: 0in 5.4pt" width="91" valign="top" \|
		+	'''Add'''
		+	\| style="width: 4.75in; padding: 0in 5.4pt" width="456" valign="top" \|
		+	Click to select an invoice to add to the project.
		+	\| style="border: medium none; padding: 0in" colspan="2" width="60" \|
		+
		+	\|-
		+	\| style="width: 0.95in; padding: 0in 5.4pt" width="91" valign="top" \|
		+	'''Edit'''
		+	\| style="width: 373.5pt; padding: 0in 5.4pt" colspan="2" width="498" valign="top" \|
		+	Select an invoice and click Edit to jump to the invoice in the Invoicing module.
		+	\| style="border: medium none; padding: 0in" width="18" \|
		+
		+	\|-
		+	\| style="width: 0.95in; padding: 0in 5.4pt" width="91" valign="top" \|
		+	'''Remove'''
		+	\| style="width: 387pt; padding: 0in 5.4pt" colspan="3" width="516" valign="top" \|
		+	Remove an invoice from the project.
		+	\|-
		+	\| style="width: 0.95in; padding: 0in 5.4pt" width="91" valign="top" \|
		+	'''Quick View'''
		+	\| style="width: 387pt; padding: 0in 5.4pt" colspan="3" width="516" valign="top" \|
		+	Select an invoice and click Quick View to open the invoice in a new window.
		+	\|-
		+	\| style="border: medium none" width="91" \|
		+	\| style="border: medium none" width="456" \|
		+	\| style="border: medium none" width="42" \|
		+	\| style="border: medium none" width="18" \|
		+	\|}
		+
		+	View by Invoice Status – select Open, Closed or All on the right.
		+
		+	[[File:byStatus.jpg]]

Projects - Revision history

DavidG: Projects filter by zone when added from project.

Amy at 18:02, 14 June 2011

Moha: Created page with "Projects are a way to group together service and install orders. When the orders are invoiced, the invoices will also be linked to the project. You can look at all charges, cost..."