Recurring Projects in TheWorxHub
A Recurring Project in TheWorxHub is simply a project template
that has been given a recurrence pattern.
Note: Recurring projects is an
advanced feature requiring existing knowledge of project templates.
Before beginning with recurring projects please review Creating and Using
Note: Recurring projects are
available only for projects with a project type of
same job on multiple locations or same job
on multiple assets.
Making a Project Recur
Turning a project template into a recurring project from your
Settings > Projects tab is easy.
Select an existing template. Click the Recurrence tab
- Select how often the project occurs (this is similar to
scheduled work order recurrence patterns).
- Select the start and end dates of the project recurrence.
(Note: This is not the start/end dates of the project. Those are defined in the template).
- Select how the work order due dates will be set:
- All work orders will be due on the project due date (set when
the project generates).
- Work order due dates can be staggered from the project start
date through the project end date.
- Example: During an
annual PTAC Filter change project you could set 2 Work Orders to be
due every 1 day; or you could set 1 Work Order due every 3
Note: A recurring project will
have the recurring symbol next to project type.
Tip: When a recurring project
generates, you can still modify the resulting due dates of all the
work orders in that project. See Managing
Projects from the Projects Dashboard.
A project template with a recurrence pattern can still be used
as a normal project template and will not affect any future
occurrences of the project.
Recurring projects will be generated automatically by the
TheWorxHub. It is possible to pre-generate a recurring project by
clicking Generate Now in the template or Generate
Now from the Upcoming Scheduled WOs section on the
Viewing Upcoming Projects
From the dashboard you can view your upcoming recurring projects
together with the rest of you regular scheduled work
- From the dashboard, click Upcoming Sched WOs
- This will show all upcoming recurring
projects and work orders. A recurring project will have the word
"Project:" preceding the project name.
- Click the Type drop-down menu and choose to view only
projects, only scheduled work orders, or the default view Show
A Note About Project Start and Due Dates
When first creating your project template, you can define a
project Start Date and Due Date.
Because this is a template, the actual dates are largely
irrelevant. What matters is the number of days between the
Start and Due dates. TheWorxHub will use this
timespan to automatically calculate the Due Date for a
project when you add a new project from template, or when a
recurring project generates.
TheWorxHub can automatically override this timespan calculation
and push your due date out if your settings in
3.b) (mentioned above) would require that.
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