(v1) Create a Project

Create a Project

Navigate to Main > Service Desk > Projects.

Click the
Add
button.
Change the Source if desired.

Source dropdown field example
Enter the Project Manager.

Project Manage field example
Enter a brief description of the Project. This is not required but encouraged.

Description field example
Enter the Due Date. If it's not known, it can be entered later.

Due Date field example
If known or needed; enter the Owner, Requestor, and Quoted Amount.

Owner/Requestor/Quoted Amount field examples

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
picker icon example
to perform a search).

Owner field example
Click the
Save New
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.

To Associate an Incident or Order with a Project

There are three ways to do this:

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
  picker icon example
  to select it.
  
  Associated Project picker example
- If this Order has already been added, (it has an Order number) click
  the Save button
  . Otherwise, continue entering the Order information like normal and click
  the Save New button
  when ready.
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
  the Save button
  .
Navigate to Main > Service Desk > Project.
- Find and open the Project desired to be used or create it from scratch.
- Go to the
  Associated Items
  tab.
- Click
  the Add Association button
  .
- Select an Order(s) or Incident(s), and click
  the Save button
  .
- 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.

(v1) Create a Project

Create a Project

To Associate an Incident or Order with a Project

(v1) .Create a Project v2020.3

(v1) .Create a Project v2.1.4.7