Page Comparison

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Excerpt

Create a Project Navigate to Main > Service Desk > Projects. Click the Image Removed Image Added button. Change the Source if desired. Image Removed Image Added Enter the Project Manager. Image Modified Enter a brief description of the Project. This is not required but encouraged. Image Removed Image Added Enter the Due Date. If it's not known, it can be entered later. Image Removed Image Added If known or needed; enter the Owner, Requestor, and Quoted Amount. Image Removed Image Added These fields are not Required and can be added later or not at all. Don't forget, the Owner can also be a Department instead of a person (Contact). To make a Dept. Hierarchy, the Owner just toggle the selector and enter the Dept Hierarchy ( or Image Removed orImage Added to perform a search). Image Removed Image Added Click the Image Removed Image Added button. At this point, a Project number has been generated in the upper left-hand corner of the screen that can be used to group together Orders. This process is the same regardless of what types of Orders are associate with this project. Image Modified

To Associate an Incident or Order with a Project

There are three ways to do this:

1. Navigate to Main > Service Desk > Orders.

   • Find the desired Order to be used or create it from scratch.

   • Enter the Project number into the Associated Project field or use the Project picker

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1. • Image Added to select it.
     

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1. • Image Added

   • If this Order has already been added, (it has an Order number) click

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1. • Image Added. Otherwise, continue entering the Order information like normal and click Image Modified when ready.

2. Navigate to Main > Service Desk > Incidents or Main > Service Desk > Orders.

   • Click 'Add to Problem/Project' on the Incident grid or "Add to Project" on the Orders Grid.

   • Select a project, the Service Number on a problem starts with PR, to associate the Incident/Order with and click

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1. • Image Added.

2. Navigate to Main > Service Desk > Project.

   • Find and open the Project desired to be used or create it from scratch.

   • Go to the 

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1. • Image Added tab.

   • Click

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1. • Image Added.

   • Select an Order(s) or Incident(s), and click

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1. • Image Added.

   • It maybe desired to shorten the list by filtering any of the columns (say Orders with a Status of Pending Owned by Bob). Basic Search will assist in this process as well.