Document toolboxDocument toolbox

.Create a Project v2.1.4.7

Owned by Brian Dixon
Last updated: Jan 08, 2024 by Bianca Rosa (Unlicensed)Version comment
4 min read

Create a Project

Navigate to Main > Service Desk > Projects.

  1. Click the Add button.
  2. Change the Source if desired.
    Source dropdown field example
  3. Enter the Project Manager.
    Project Manage field example
  4. Enter a brief description of the Project. This is not required but encouraged.
    Description field example
  5. Enter the Due Date. If it's not known, it can be entered later.
    Due Date field example
  6. If known or needed; enter the Owner, Requestor, and Quoted Amount.

    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
  7. 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 associated with this project.
Project Number example

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 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.
  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 the Save button.
  3. 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 may be 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.

Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242