How to set up Projects

Using the Projects module is a great way to break large projects down into smaller tickets that assigned to employees.

Think of all the tasks (tickets) that are needed to be assigned to employees for a construction crew to build a house. Here are some examples of (tickets):

Grading and Site Prep	Foundation pouring	Framing
Windows and Doors	Roofing	Siding
Rough Electrical	Rough Plumbing	HVAC
Insulation	Drywall	Underalyment
Trim	Painting	Finish Electrical
Kitchen Installation	Finish Plumbing	Flooring
Finish HVAC	Water & Well	Sewer & Septic
Landscaping	Driveway	Fencing

Many of these steps are performed by different employees and overseen by a contractor or project manager.

 

To set up projects, you must first set up the (3) following project settings. Click on the links to find out more about how the project settings should be set up best for your organization.

• Project Types

• Ticket Categories

• Ticket Status

Project Types:

Segment all of your projects down into the repeatable projects that occur with customers.

Examples:

• Sales
• Service
• Customer Service
• Lift Installation
• Bathroom Remodel

Ticket Categories:

Breakdown projects into tickets. Tickets are processes within the project that can further be broken down into tasks.

Examples:

Sales

• Trials
• Quote
• Sales Order
• Invoice
• Purchase Order
• Rental 
• Contract

In-house Service

• Repair
• Inventory
• New Build

Onsite Service

• Work Order
• Site Preparation
• Demolition
• Installation
• Configuration
• Clean-Up

Miscellaneous

• Miscellaneous

Ticket Statuses:

All tickets need to have an assigned status to know where each project is. Keep track of the status of a project by setting up the different statuses from the start to finish and the order that they will come in.

Examples:

Level	Name	Status
1	New	Open
2	Assigned	Assigned
3	WIP	WIP
4	Not Assigned	Not Assigned
5	Quality Assurance	Quality Assurance
6	Complete	Complete
7	Canceled	Canceled