admin/raven
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Browse Source
This commit is contained in:
John Cardinal
2022-04-26 00:12:14 +00:00
parent 18e85b6a8d
commit 53971878b9
7 changed files with 142 additions and 61 deletions
Download Patch File Download Diff File Expand all files Collapse all files

8
docs/8.0/ayanova/docs/svc-projects.md
View File

@@ -1,6 +1,6 @@
# 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.
Projects in AyaNova are optionally 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.
@@ -37,7 +37,7 @@ Projects can be [imported](adm-import-project.md) into AyaNova and [exported](ay
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)
- From the `Service` navigation pane `Projects` item to open the Project [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)
@@ -112,8 +112,8 @@ This is a shortcut to view prior work orders with this Project selected and open
#### Quotes
This is a shortcut to view prior Quote records for this Project and opens the [Quotes](svc-quotes.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Project.
This is a shortcut to view prior Quote records which have this Project selected and opens the [Quotes](svc-quotes.md) list [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](svc-pms.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Project.
This is a shortcut to view prior Preventive maintenance records which have this Project selected and opens the [PM](svc-pms.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Project.