Add a Project
- Go to Project Data > Projects
- Click Add Project
- Select Client and enter a Project name (max length 100 characters including spaces)
- Optionally, complete all the other fields (descriptions below)
- Save
How to edit a Project
- Under Project Data, go to the Projects page
- Select a Project
- Make edits as required
- Save Project
| Fields | Field Description |
| Customer name (required) | Otherwise known as the Client name |
| Project name (required) | Name of the project that will appear throughout the system (max length 100 characters including spaces) |
| Start/End | Start and end date of the project |
| Parent Project | Useful if you have subprojects |
| Project address | Address of the project |
| Supervisors | Supervisors of the project |
| Project external ID | This is usually used for importing data from external systems |
| Orientations (Inductions) | Select any orientations (inductions) that are required by workers for all orders for this project |
| Qualifications (Competencies) | Select any qualifications/competencies that may be required for workers on all orders for this project |
| Task (Role) Groups | Use this option to restrict the tasks (roles) and assets (equipment) available for this project’s orders and timesheets |
| Docket (Ticket) Contacts | Select the contacts that should receive tickets/dockets for the project |
| Activities (Cost Codes) | Select the Project's Activities if you only want to expose specific Activities to your workers in the Assignar Mobile App |
| Contacts | Select your project's contacts |