How to Create a Project

Manage long term or large scale jobs with different deadlines & stages as a project rather than creating and managing several jobs. Jobman allows you to assign multiple jobs (with work orders) to a single project either from start or during the project process.

Creating a Project

Access the 'Projects' tab from your user menu panel and follow the below steps:

1. Click 'Create'.
2. Enter your project name, ie: Bunbury Hospital.
3. Select all of your project types that apply.
4. Choose your project workflow.
5. Enter any site details and notes.
6. Finalise by clicking 'Create'.

Now you've created your project this will go into your default status, normally being 'Draft' as shown below. From here you can see:

• Project value and Types.
• Update Project Details.
• Add Notes.
• Access Project Info, Tasks, Resources and Emails.

Adding a Job or Lead to your Project

There are 2 ways to manage your projects:

Option 1:

1. Create your Project following the steps above
2. Click the +New button and choose either Job or Lead as shown below
3. Follow the steps on creating a lead or a job

Option 2:

You can assign existing jobs (including all the work orders) and leads to a project by:

1. Access your Job or Lead that you want to assign to the Project
2. Click on the 3dot menu & select 'Assign to Project'