At anytime, a project can be modified. The Actions button is located inside a project on the upper right hand side. In most cases, the Actions button is used when a project is ready to be Mark as Completed in the Project Lifecycle. When a project is Completed, you cannot add any additional tasks. You not may remove any task from Tasks Lists from a project that is Completed.
- In a project, click the Actions button to open the button options.
- Click Mark as Completed link to change the Project Lifecycle status.
- Click the Yes button to confirm the project is completed and the Project Lifecycle status will change to Completed.
Editing a Project
Any project can be edited. Editing a project means having to edit the original information when Creating a Project. There could be changes to a project that may not been foreseen and therefore edits are required. For example, when editing a project, you may decide the Project Manager and Project Type needs editing. Only Location ID on a project cannot be edited. Any edits will be seen in History as it is part of the project's history.
- In a project, click the Actions button to open the button options.
- Click the Edit link to edit the information on the project.
When edits are finalized, the click the Edit Project button for the changes to appear.
Cancel button returns you back to the project without any edits saved.
Deleting a Project
You can delete a project from Projects Module. Deleting means there will be no record of the project. For instance, there are duplicate projects for a single location, you can delete the extra project. When a project with tasks is deleted during the scoping process, Service Providers are not impacted because those tasks were not issued out. Deleting a project in the In Progress status can be done. The project is deleted but any tasks associated with the project does not get deleted and remains in Service Automation with the Project ID and WO numbers. A project cannot be deleted in Completed status.
- In a project, click the Actions button to open the button options.
- Click the Delete link to delete a project.
Click the Yes button to confirm the project should be delete. The project will no longer appear in Projects Tab.
You can disassociate the budget by editing the project and making the project unbudgeted before deleting a project.
Create Template in a Project
You can Create a Template when modifying a project. You may decide during the lifecycle of a particular project for the need to create a template for similar projects in the future. Instead of going into Templates Tab to create a template, it can be built while in a project. The process for creating a template in a project differs from creating a template through Templates Tab. The required information is still name and description for the template. The result of creating the template in a project gets added into Templates Tab.
- In a project, click the Actions button to open the button options.
- Click the Create Template link to open the Create Template Fill in Box.
Create a name and description for the template.
- (Optional) Click the checkbox for any additional information needed for the template.
- Click Create Template button to add the template into Templates Tab.