Projects in AyaNova are used to group orders together for management reporting purposes and as an additional method of categorizing orders for filtering.
From time to time a service organization may take on a set project that will involve multiple service calls to complete.
It is useful to know exactly how many work orders went into a project, the total labor hours, parts etc to see if the amount bid or quoted for a project was realistic.It’s also important to keep track of the total expenses for a project as it progresses to ensure the work is within the amount quoted. Finally, it may be useful to be able to show the client a summarized or detailed account of all work that went into a project.
The Project grid displays the projects that have been created within AyaNova based on the filters and sorting selected in the Projects grid. The grid displays information about each project – project name, account number, project overseer, date started and completed and active status.
The Projects grid does not display what service workorders have this project selected – you would refer to the Service workorders grid, and filter and sort by Projects to see this.
The Project entry screen
Active
Active projects will display in drop down selection within workorders, quotes, and preventive maintenance.
If the project has been selected within a service workorder, quote, or pm, you will not be able to delete the project.
If you do not wish a project to display for selection in the Project drop down selection list in service workorders, quotes, or pm’s, make the project inactive. It is recommended that if a part or any object is no longer needed, that you instead make it inactive by de-selecting the “Active” checkbox. In this way you will still have history on the object, but it can no longer be selected in drop down selection lists.
Project Name
This is a text field where you would enter the name of the project that appears on printed reports and in selection lists in AyaNova. It is recommended to keep it short and descriptive.
Note that if you change this name after using it, it affects all work orders that use that have that project selected.
Account Number
This text field is for informational and reporting purposes and grid filtering only at this time.
Project Overseer ID
This drop down selection field is for informational purposes and grid filtering only at this time.
Date Started
This date selection field is for informational purposes and grid filtering only at this time.
Date Completed
This date selection field is for informational purposes and grid filtering only at this time.
Notes
Enter in this text field descriptive notes regarding this project.