Modifying the Project ID field on Invoiced Work Orders
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.
Modifying a Project ID can only be done from the Details View of a work order.
- 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.
- Click the Pencil icon next to the No Project ID to modify the Project ID field.
Use the Drop-Down Arrow or Type-in Feature to modify the Project ID.
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.
- Click the Save button. The Project ID is updated.
