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Projects Module
Projects Module
Lamont Eddins
Chellie Esters
Owned by Lamont Eddins
Watch the Overview Video
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.
Accessing this Module
Contact your SC Account Manager to turn this on.
How to Access
- In Service Automation, click the Navigation Menu button on the upper left hand side. A list of modules will appear.
- Click on Projects to enter the Projects Module where you will land on the Projects Tab page.
Permissions
A user needs to have the following Permissions:
- Project Manager
- Financial Manager and Financial Manager Administration.
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