To enable the Project Module for viewing/editing, you must first add the permissions to view/edit for the Job Titles you wish to grant this to. *Note - Please reach out to your CSM to have Projects turned on for your company. Once turned on, only Site administrators can give permissions to view/edit the module.

1. From the Dashboard - Select the Configuration tab, then select Users as seen below.

2. Once on the Users screen, select Job Titles.

3. From the Job Titles screen, select the Job Title you wish to grant access to the Project Module. If you wish to Add a new Job Title for access, you can do so by selecting the +Add New button.

4. Once you have selected either the existing Job Title, or Add New, a new screen will pop up. If you have selected +Add New, you will need to type in the name of the Job Title and select which standard options you with to enable. Once those selections have been made, navigate to the Roles tab. If you have selected an existing Job Title, simply choose the Pencil Icon on the top right hand corner of the screen then navigate to the Roles tab.

5. From the Roles Tab, scroll all the way down to the bottom of the list to find the Projects permissions. Here you will have two options, Projects View Only, which allows users to see the Projects Module, but not make any edits. The second option, Projects View and Edit, allows users to see the Projects Module, create new Projects and edit Projects. Once you have made your selections, click the Save button. *Note - You may need to log out and back in to see the module.

1. To create a project. Navigate to the Projects Module from the Dashboard.

2. From the Project Module screen, you will see all of your companies existing projects. This is also where you can create new Projects. To create a new Project, select the +Add New button.

3. Clicking the +Add New button will bring up a pop up screen for the Project. Here you will add the Project Name, link existing Work Orders, choose the Project Type, add a Tracking ID(if any), choose the Start and End dates, Budget and add any Additional Details in the notes. Once you have added your Project details, click the Add button on the bottom right hand corner. *Note - The only required fields are Project Name and Project Type

4. Once you have added your new Project, you will be brought back to a list view of your projects. If you linked any Work Orders to this Project, you will be able to see those from the Work Order Module. You can either sort your list view in the Work Order Module by the new Project column or by searching the Project Name or Project ID within the Advanced Filters options.

5. Once you have found your Work Order(s) linked to your Project, select it to view Work Order Details. From the details you will see the Project is linked to the Work Order and you will be able to view that Project by clicking on the link on the right hand panel as seen below.

1. To Edit a Project. Navigate to the Projects Module to get a list view of your Projects.

2. Select the Project you wish to edit from the list. Doing so will open the details for that Project. Select the Pencil Icon as seen below to begin editing.

3. Once you have selected the Pencil Icon, you will be able to edit the Project Name, Project Type, Tracking ID, Start and End Dates, Budgets and Additional Details. Once you have updated the necessary fields, click the Save button on the bottom right hand corner.

4. You can also add additional Work Orders to Project by editing the Work Order you wish to add to the project via the Pencil Icon then choosing the Project from the drop down as seen below. Click the Save button on the bottom of the screen to save your changes.