Projects in TheWorxHub
A Project in TheWorxHub is essentially a collection of Work
Tip: A Project can contain Work Orders
that span across multiple departments.
Projects are managed through the new Projects dashboard.
A Project consists of some basic information that defines the
project, plus a collection of Work Orders.
The information that defines a project consists of:
- Project #, which is prefixed with the letter "P" [assigned by
- Description [optional]
- Project Type, one of:
- Multiple jobs in a single location
- The same job in multiple locations
- The same job on multiple assets
- Start Date
- Due Date
- Project Budget, and budget monitoring options
There are three (non-exclusive) options for
tracking the Project Budget:
- Include staff costs in budget monitoring
- Include contractor costs in budget monitoring
- Include inventory costs in budget monitoring
Project Work Orders
Once a project definition is saved, Work Orders can be created
for the Project. Work Orders are added to a Project from within the
Projects dashboard. Once created, they behave like regular WOs; for
example, they show up on the dashboard, and they contain the Labor,
Inventory, Asset, and other WO panels.
Project Work Orders on the Overview Dashboards
On the Overview dashboard, there is an option to show (or not to
show) Project Work Orders.
To differentiate Project Work Orders from regular Work Orders,
Work Order numbers are prefixed with the Project number; for
example P1.23652 is WO #23652 which is a part of Project #1.
The means that you could use the dashboard Super Search to
filter the list of Work Orders by Project number.
Best Practice: Consider a
manageable time span for a Project. Ideally Projects should span no
more than one or two weeks. You do not want Project Work Orders to
flood the dashboards. A larger Project could be subdivided into
multiple Projects. Bear in mind that all Work Order reports can be
run for multiple Projects in a single report.
Project Work Order Form
In addition, Project Work Orders display a project banner across
the top of the Work Order. This mini project header provides the
Title of the Project as well as the Project Due Date. There is also
a link to view all the Work Orders
associated with the Project.
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