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titleWatch the Overview Video


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Projects Module allows facilities and project managers to create, edit, manage, and oversee multiple projects at once for a single location. Projects Module enables the separation between individual work orders and proposals versus creating an actual project for a location. 

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nameProjects Module Overview Video.mp4







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Live Search
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placeholderSearch our Knowledge Base
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titleAccessing this Module


Note

Contact your SC Account Manager to turn this on.


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titleHow to Access
  1. In Service Automation, click the Navigation Menu button on the upper left hand side. A list of modules will appear.
  2. Click on Projects to enter the Projects Module where you will land on the Projects Tab page.


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titlePermissions

A user needs to have the following Permissions:

  1. Project Manager
  2. Financial Manager and Financial Manager Administration. 



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