Projects

    Projects in TheWorxHub

    A Project is essentially a collection of Work Orders. Project Work Orders behave just like regular WOs in TheWorxHub.

    Creating a New Project: Multiple jobs in a single location

    This type of project is most common when doing refurbishments—also called “refurbs”, or renovations, or “make readies”.

    Creating a New Project: The same job in multiple locations

    This type of project is common when performing an identical job in many different areas in your community, such as smoke detector inspections or carpet cleaning. Rather than manually creating a new Work Order for each location, you can create a Project and define the basic Work Order details once. TheWorxHub automatically generates a Work Order for each location identified in the Project.

    Creating a New Project: The same job on multiple assets

    This type of project is similar to “The same job in multiple locations”, when performing an identical job on many different assets in your community. Rather than manually creating a Work Order for each asset, you can create a Project and define the basic Work Order details once. TheWorxHub automatically generates a Work Order for each location associated with each asset identified in the Project.

    Creating and Using Project Templates

    Project Templates are a great way to pre-define common projects — including all of the Work Orders that make up that project!

    Managing Projects from the Projects Dashboard

    If you’re already familiar with working with the regular dashboard functions on the Overview tab, then applying these skills to the Projects dashboard is very simple — as most everything works in the same way!

    Project Reporting

    Because Project Work Orders behave just like regular WOs, all reports in TheWorxHub handle Project Work Orders. Reports have the option to include or exclude Project WOs, or only show Project WOs. Reports can also be filtered to show WOs only from specific Projects.

    Recurring Projects in TheWorxHub

    A recurring project is simply a recurring project template in TheWorxHub. Set the recurrence pattern and let TheWorxHub do the work!

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