docs/8.0/ayanova/docs/svc-projects.md

@@ -1,7 +1,119 @@
-# SVC-PROJECTS
+# Projects
+
+Projects in AyaNova are used to group [Work orders](svc-workorders.md), [Quotes](svc-quotes.md), [Preventive Maintenance](svc-pms.md) and/or [Purchase Orders](inv-purchase-orders.md) together for management reporting purposes and as an additional method of categorizing orders for filtering.
+
+From time to time a service organization may take on a set Project that will involve multiple service calls to complete.
+
+It may be useful to know exactly how many Work orders went into a Project, the total labor hours, Parts used etc to see if the amount bid or quoted for a Project was realistic.
+
+It’s also important to keep track of the total expenses for a Project as it progresses to ensure the work is within the amount quoted.
+
+It may also be useful to be able to show the client a summarized or detailed account of all work that went into a Project.
+
+## Authorization Roles required
+
+This form is available to User's with the following [roles](ay-biz-admin-roles.md):
+
+Full access
+
+- Business administration
+- Service manager
+- Accounting
+
+Read only access
+
+- Business administration - restricted
+- Service manager - restricted
+- Service technician
+- Service technician - restricted
+- Sales
+- Sales - restricted
 
 ## Import / Export
 
 Projects can be [imported](adm-import-project.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova.
 
-![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg)
+## How to access Projects
+
+Projects are accessed in the following ways:
+
+- From the `Service` navigation pane `Projects` item to open the Inventory [data table](ay-start-form-data-tables.md)
+- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Project autocomplete list on any other form where Projects can be selected.
+
+- From any [data table](ay-start-form-data-tables.md) column showing Projects such as the [Work orders table](svc-workorders.md)
+
+## Projects data table
+
+![projects table](img/svc-projects.png)
+
+The Projects [data table](ay-start-form-data-tables.md) lists all the Projects that are entered in AyaNova and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
+
+## Project edit form
+
+![Project edit form](img/svc-project-edit-form.png)
+
+The Project edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
+
+#### Project Name
+
+This is the name of the Project as it's displayed in forms and reports. This is also the primary identifier when searching for a Project to select in [autocomplete](ay-start-form-autocomplete.md) lists. A Project Name must be unique from all other Projects entered.
+
+Keep in mind that this is the Name that Customers will see on reports if provided to them.
+
+This is the only **required** field on the Project edit form. All other fields are optional and can be [hidden](ay-customize.md) if not required.
+
+#### Account number
+
+Optional account number for tracking purposes.
+
+#### Project Overseer
+
+This is the AyaNova [User](adm-users.md) most reponsible for managing the Project for reference and reporting purposes.
+
+#### Date Started
+
+The date and time the Project was started.
+
+#### Date Completed
+
+The date and time the Project was completed.
+
+#### Active
+
+Projects that are set to Active can be selected on new records.
+
+Projects not set to Active will still show in older records but can not be selected for new records; this is how you retire a Project from use.
+
+#### Notes
+
+Notes about this record for internal staff use. Notes can also be reported on if desired.
+
+These notes are only visible in this form.
+
+#### Tags
+
+Optional [tags control](ay-start-form-tags.md) for categorizing, searching, selecting and notification [filtering](home-notify-subscriptions.md#tags).
+
+#### Wiki
+
+Optional [wiki control](ay-start-form-wiki.md).
+
+#### Attached files
+
+Optional [attachments control](ay-start-form-attachments.md). For a Project this may be a useful place to store drawings or other files related to the project.
+
+### Menu options
+
+In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Project edit form also has these options:
+
+#### Work orders
+
+This is a shortcut to view prior work orders with this Project selected and opens the [Work order list](svc-workorders.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Project.
+
+#### Quotes
+
+This is a shortcut to view prior Quote records for this Project and opens the [Quote list](svc-quotes.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Project.
+
+#### Preventive maintenance
+
+This is a shortcut to view prior Preventive maintenance records for this Project and opens the [PM list](svc-pms.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Project.