Create a Project

Navigate to Main > Service Desk > Projects.

Click the button.
Change the Source if desired.
Enter the Project Manager.
Enter a brief description of the Project. This is not required but encouraged.
Enter the Due Date. If it's not known, it can be entered later.
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 to perform a search).
Click the 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 to select it.
- If this Order has already been added, (it has an Order number) click . Otherwise, continue entering the Order information like normal and click 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 .
Navigate to Main > Service Desk > Project.
- Find and open the Project desired to be used or create it from scratch.
- Go to the tab.
- Click .
- Select an Order(s) or Incident(s), and click .
- 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.

.Create a Project v2020.3

.Create a Project v2.1.4.7

Browser not supported