HOW TO CREATE A PROJECT

Creating a project can be done from the computer or from the mobile device. The important part is that the user who has or can create a project is enabled to do so and this is done by the administrator user.

From computer

Note that the user must have permission to create projects.

If the user has the administrator role assigned to him/her, he/she will be able to access the project list in all cases.

Si el usuario es rol gestor de proyectos o usuario móvil tendrá que tener el permiso "crear proyectos" habilitado en su perfil.

With the appropriate permissions the user will have the projects option in his menu:

Go to projects and click on create project.

From application

Tienes que seguir los mismos pasos que el caso anterior, pero en este caso debes seleccionar el "+" que aparece en la parte inferior de la aplicación en color verde. Una vez hecho, podrás completar los siguientes campos para tu proyecto: Nombre, información del proyecto, email (puedes añadir más de uno), firmante (la persona que tiene que firmar este proyecto) y valor KPI. Por otro lado, tienes que completar las asignaciones, es decir, los usuarios que trabajan con este proyecto y el cliente al que va dirigido el mismo. Por último, para mejorar la organización puedes dividir el proyecto en áreas.

Fields in a project file

General data

Name. name with which the project is identified, it will be the text with which the project will be shown in filters, lists, etc.

Project information is a field where you can add qualitative information about the project, either for the administrator user's consumption or you can take it to the reports or documents through the project information data type. See manual entry

EmailWith this field you can predefine the emails to which you want the documents (reports, delivery notes, work reports) to be sent. See manual entry

Signer, with this field you can predefine the name of the signer of the documents (reports, delivery notes, work reports) related to this project and that require a signature.

KPI value, is a field similar to the project information field but in this case it must be numeric and also has a related data type. the KPI value data type: See manual entry.

NOTE: in the project settings you can hide or show these fields.

Assignments

Usuarios. usuarios que puedes crear documentos (reportes, albaranes, partes de trabajo) y órdenes de trabajo sobre este proyecto. excluye a aquellos usuarios con el permisos "todos los proyectos" en su ficha de usuario.

Client. Client of the project, it is mainly used to create PDFs related to your fiscal data.

Quick Links

Links to documents (reports, delivery notes, work reports) and work orders already filtered by the project in question.

Project areas

It is used to create project-dependent listings, whether they are zones, phases, project-specific tasks. Like the project information and KPI value field it makes sense if a project area type data is added in some document template.

What is a project area

Project area type data