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.
If the user is a project manager or mobile user, he/she must have the "create projects" permission enabled in his/her profile.
With the appropriate permissions the user will have the projects option in his menu:
Go to projects and click on create project.
From application
You have to follow the same steps as in the previous case, but in this case you have to select the "+" that appears at the bottom of the application in green color. Once done, you will be able to fill in the following fields for your project: Name, project information, email (you can add more than one), signatory (the person who has to sign this project) and KPI value. On the other hand, you have to fill in the assignments, i.e. the users who work with this project and the customer to whom the project is addressed. Finally, to improve the organization you can divide the project into areas.
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
Users. users that can create documents (reports, delivery notes, work reports) and work orders on this project. excludes those users with the permission "all projects" in their user tab.
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.
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