Setup Projects

Created by Binita Goswami, Modified on Fri, 7 Jun at 12:00 PM by Binita Goswami

Here is a reference video:

In order to create a project we have to click on the Settings header on the left side of the screen. Under Settings click on All Settings.

On clicking the All Settings header we will be guided to the settings page. We have to look for the heading “Maintenance” and under that click on the menu button named “ Project Master”

We have to fill in the details like Project code, Project Name, Projected and Actual Start and End Date.

We also have an option to attach the project to a parent project, select department and customer for the project.

In order to add the costing to the project we can go to the Budget Information menu and fill in the details of labor & material cost. We also have an option to create alert and profit margins in amounts or percentage through drop down

We can also revise the budget, upload files and add other information. We can Save the Project which will be added to the Project list.

As we saved the project, it got added to the project list:

Now while creating a job under such projects, we can attach it under the projects section of creating a job.