Projects

Projects let you group several service orders linked to the same job site, contract or customer, so you can track their progress and overall profitability.

List of ongoing projects: customer, progress and number of interventions.

When should you use a project?

• An installation in several stages, spread over several visits.
• A job site involving several technicians and several locations.
• A contract with several interventions scheduled over time.

Create a project

This procedure creates the project, then attaches the tasks that will become field interventions to it.

1. Open the Projects menu, then click New.
2. Select the relevant Customer.
3. Select the Site / Location where the project takes place.
4. Choose the Project type (installation, job site, contract, etc.).
5. Set the Project manager in charge of tracking it.
6. Set the Lead technician assigned to the project.
7. Enter the Scheduled dates: planned start date and end date.
8. Add the Tasks under the project (see below).

Creation form: customer, site, type, manager, lead technician and dates.

Expected result: after saving, the project appears in the list with its customer, its dates and a progress of 0%. It is ready to receive tasks.

Caution

Be sure to fill in the scheduled dates and the lead technician right from creation: without this information, the project does not show up correctly in the Scheduling and progress remains hard to track.

Add tasks to the project

Each task in a project corresponds to an intervention to be carried out in the field.

1. Open the project, then go to the Tasks tab.
2. Click Add a line to create a new task.
3. Enter the title, the assigned technician and the scheduled date.
4. Save: the task becomes an intervention attached to the project.

Adding a task under the project: title, technician and scheduled date.

Interventions attached to the project: status, assigned technician and logged hours.

Expected result: the tasks appear under the project. As they are completed by the technicians, the project’s progress advances automatically.

The stages of a project

A project follows four successive stages, shown at the top of its record:

Stage	Meaning
Draft	Project in preparation, not yet validated.
Scheduled	Tasks and dates defined, ready to start.
In progress	The interventions are being carried out.
Done	All tasks are completed, the project is closed.

Move the project from one stage to the next as it progresses, to keep a clear view of the status of each job site.

Tracking

Once the project is launched, track these indicators on its record:

Item	Purpose
Progress	Share of interventions completed
Time spent	Cumulative logged hours
Costs / parts	Parts and purchases charged to the project
Invoicing	Amounts invoiced vs. planned

Tip

Link the project to a maintenance contract to automatically generate the recurring interventions. See Maintenance contracts.