diff --git a/docs/8.0/ayanova/docs/img/svc-project-edit-form.png b/docs/8.0/ayanova/docs/img/svc-project-edit-form.png new file mode 100644 index 00000000..b574b71c Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-project-edit-form.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-projects.png b/docs/8.0/ayanova/docs/img/svc-projects.png new file mode 100644 index 00000000..e9a77479 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-projects.png differ diff --git a/docs/8.0/ayanova/docs/svc-projects.md b/docs/8.0/ayanova/docs/svc-projects.md index 7d9e86e9..3629a23b 100644 --- a/docs/8.0/ayanova/docs/svc-projects.md +++ b/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.