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The critical function here, however, is to consolidate several Service Desk items under one Project. This can be accomplished using the 'Associated Items' tab in the data entry form.
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By clicking the button located immediately above the 'Associated Items' grid, the user is presented with a comprehensive list of all the Service Requests, Service Orders, Work Orders, and Incidents currently in the system (see image above). By checking the boxes flush to the left margin of the Service Desk items the User wishes to associate, Users, can choose to "bundle" as many Service Desk items together as desired.
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Associating Service Orders, Service Requests, Incidents, or Incident Requests to a Project can be done with the 
button. A Problem can be associated in this same manner. To associate items follow these steps:
Click the
button.This will open the 'Associate Project' form.
Select the Project(s) that should be associated.
Click the
button.
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For example, if an iPhone is listed on the Projects Equipment grid, with an SD number of SO201200232, the Equipment must be changed on Service Order SO201200232. Double-clicking on the associated Service Order on the 'Associated Items' grid will open the Service Order for editing.
Completion of a Project
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