Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Reverted from v. 4

Admin and Power secondary permissions users can edit work orders in different statuses including invoiced work orders to add a Project ID. Adding a Project ID associates a work order with a specific project within the Project Module. When doing so, the work order goes into a project as a change order.

Tracking Project Cost

A decision to add work orders into a project may come from repairs completed in the past to resolve a matter; all of a sudden the situation worsens and a project is required. Tracking total cost and work performed, adding certain work orders helps with accurate data and record keeping for a project. A Project ID can only be added to a work order that originally does not have one.

Note

Modifying a Project ID can only be done from the Details View of a work order.


Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Modify the Project ID field on an Invoiced Work Order
  1. On the Work Order List View Invoice tab, select a work order and click the View Details button to enter the details of the work order. 
  2. Click the Pencil icon next to the No Project ID to modify the Project ID field.
  3. Use the Drop-Down Arrow or Type-in Feature to modify the Project ID. 

    Info

    When typing in a Project ID #, it must be a number that is already established by the Projects Module in order for the work order to be added properly into a project. 


  4. Click the Save button. The Project ID is updated. 

Image RemovedImage Added


Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "projectid" , "projectsmodule" , "editworkorder" ) and space = currentSpace ( )