How to Create Work Order Projects and Templates
This article will show you how to create a Work Order Project and add existing Work Orders to the Project. This will also show how to create a Work Order Project Template.
Creating Work Order Projects
To create a Work Order Project, you will need to navigate to the Maintenance Tab > and click Projects
Previously created Work Order Projects will be displayed here.
To create a Project, you can click the green New Project button on the Projects screen
This will open a menu where you can enter details for the Work Order Project.
Project Template - This field can be used if you have previously created a Work Order Project template.
Name (required) - This will be the name of the Work Order Project you are currently creating.
Description - Description of the Work Order Project
Property / Unit (required) - The property/unit this project will be attached to
Status - This will be the starting status of the Work Order Project
Managed By - Which property manager will manage this project will be managed by
Actual Start Date - The actual start date of the Work Order Project
Actual End Date - The actual end date of the Work Order Project
Scheduled Start Date - The date the Work Order Project is scheduled to start
Scheduled End Date - The date the Work Order Project is scheduled to end
After creating the project, you can add new Work Orders and attach them straight to the Project by clicking the Actions button > and clicking Add Work Order
This will bring up the Work Order creation screen and automatically populate the property assigned to the Work Order Project
Once this work order is created, it will automatically be attached to the Project and show under the list of Work Orders
Editing Work Order Projects
To edit the information on a Work Order Project, you will need to click the pencil icon button at the top right of the project.
This menu will allow you to edit all the information you previously entered on the project during its creation
The "Would you like to update the property/unit on all work orders associated with this project?" toggle is only used if you are updating the property this Work Order Project is attached to and would also like to mass update all Work Orders attached to the project as well. If left disabled, the work orders will remain attached to the previous property.
To reorder the work order list, click the Actions button > and click Reorder Work Orders.
Once a work order under a project is closed, the Percent Complete will update automatically on the Project screen
To add an already existing Work Order to a newly created Project, follow these steps:
You will first want to navigate to the Work Orders page and select the Work Order you want to add
You can then click the blue Edit button under the Work Order Details section
You can scroll down until you see the Work Order Project field
Click the dropdown menu and select the Work Order Project you would like to attach this to, and click Update
Once this is done, you can confirm the Work Order is now attached to the project by seeing this information in the Work Order Details Section
Creating a Work Order Project Template
To create a new Work Order Project Template, click the Projects tab > click Templates > and click New Template
Here, you can enter the name of the template and the description you would like to give the Project Template
After creating the template, you can add either Add New Work Order Template or Add Existing Work Order Template. This can be done by clicking the blue Actions button
Once the template is added, it will show under the Associated Work Order Project Templates
Doing this will pre-populate the Work Orders under a new Project using this Work Order Project Template once the Project is fully completed
