Prerequisites:
Before proceeding, ensure you have an admin role.
Step-by-Step Instructions:
Step 1: Enable Job Project
Step 2: Create or Update Job Projects
Change to the "Standard" side and click on Projects on the left side menu.
Creating a New Project:
Click "New Project" to create a new project.
Project Title: Choose a descriptive title for your project.
Project Description: Provide a brief overview or summary of the project.
Project Goals/Objectives: Outline what you aim to achieve with this project.
Project Timeline: Specify the expected start and end dates or duration.
Project Owner: If applicable, assign the project to a specific user. This can be used for approval purposes.
Budget: Add the budgeted amount if relevant.
Updating an Existing Project:
Click on the edit (pen icon) next to an existing project.
Under Budget Lines, enter the description for Budget Line 1.
Enter "Budget Amount".
Select Start Date and End Date.
Select Budget Type.
Click "Add Line" to add another line and repeat the steps.
Click "Submit Project" after adding all the budget lines.
Step 3: Verify the budget lines on the request/order screen
For this example,
Change to "Standard" and navigate to Orders to create a New Order.
Select an option from the "Project" field.
Click "Add Line Item" to add a line.
Select a budget from the Budget Line field.
FAQs
1. Can I modify a Job project after submitting it?
Yes, you can modify a job project by opening the project you wish to edit > Actions > Change project > make the necessary changes and click on "submit project".
2. Can we send a Job Project for approval?
Yes, an admin can set up an approval workflow for Job projects by selecting Job projects in the "Workflow Scope" while creating a workflow.
3. How can I set up approvals based on Job Projects?