120 lines
4.9 KiB
Markdown
120 lines
4.9 KiB
Markdown
# Projects
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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.
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From time to time a service organization may take on a set Project that will involve multiple service calls to complete.
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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.
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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.
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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.
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## Authorization Roles required
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Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
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Full access
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- Business administration
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- Service manager
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- Accounting
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Read only access
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- Business administration - restricted
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- Service manager - restricted
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- Service technician
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- Service technician - restricted
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- Sales
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- Sales - restricted
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## Import / Export
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Projects can be [imported](adm-import-project.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova.
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## How to access Projects
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Projects are accessed in the following ways:
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- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Projects` item to open the Project [data table](ay-start-form-data-tables.md)
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- 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.
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- From any [data table](ay-start-form-data-tables.md) column showing Projects such as the [Work orders table](svc-workorders.md)
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## Projects data table
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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).
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## Project edit form
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The Project edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
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#### Project Name
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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.
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Keep in mind that this is the Name that Customers will see on reports if provided to them.
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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.
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#### Account number
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Optional account number for tracking purposes.
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#### Project Overseer
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This is the AyaNova [User](adm-users.md) most reponsible for managing the Project for reference and reporting purposes.
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#### Date Started
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The date and time the Project was started.
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#### Date Completed
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The date and time the Project was completed.
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#### Active
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Projects that are set to Active can be selected on new records.
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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.
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#### Notes
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Notes about this record for internal staff use. Notes can also be reported on if desired.
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These notes are only visible in this form.
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#### Tags
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Optional [tags control](ay-start-form-tags.md) for categorizing, searching, selecting and notification [filtering](home-notify-subscriptions.md#tags).
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#### Wiki
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Optional [wiki control](ay-start-form-wiki.md).
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#### Attached files
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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.
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### Menu options
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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:
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#### Work orders
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This is a shortcut to view prior work orders with this Project selected and opens the [Work order](svc-workorders.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Project.
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#### Quotes
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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.
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#### Preventive maintenance
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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.
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