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Projects

Projects - Dashboard

The Project Dashboard is the default form displayed when a project is viewed. It can also be displayed by clicking on the Project navigation bar and selecting Dashboard: Click on any area of a circle…

Updated by Customer Service

View/Add/Edit Project Details

QUESTIONS IN RED NEAR BOTTOM Suggested Prior Reading. Navigating JobPlanner Projects - Overview Projects - State Projects List - Accessing Projects List - Layout Add a Project View or Edit an Existin…

Updated by Customer Service

Project - Menu Options and Navigation

Suggested Prior Reading. Navigating JobPlanner Projects - Overview Add a Project View or Edit an Existing Project Project Menu and Navigation. A project has multiple forms and multiple types of infor…

Updated by Customer Service

Add a Project

Suggested Prior Reading. Navigating JobPlanner Projects - Overview Projects - State Projects List - Accessing Projects List - Layout Steps to Add a Project. 1) Navigate to the My Projects List (see P…

Updated by Customer Service

Projects - Overview

Projects - Overview. Projects are the core of JobPlanner. A project along with the Project Contacts can be created. Once a project is created, the following can be uploaded or entered: Drawings. Phot…

Updated by Customer Service

Projects List – Accessing

Suggested Prior Reading. Navigating JobPlanner Projects - Overview Projects List - Accessing. To view a list of all the projects the user has access to, from the Global Menu options , click My Projec…

Updated by Customer Service

Projects List - Navigation

Suggested Prior Reading. Navigating JobPlanner General Navigation for Lists Projects - Overview Projects List - Accessing Projects List - Layout Projects List - Navigation. The My Projects List displ…

Updated by Customer Service

View List of Projects by State

Suggested Prior Reading. Navigating JobPlanner General Navigation for Lists Projects List - Accessing Projects List - Layout Projects List - Navigation Project - State Project States. There are three…

Updated by Customer Service

View only Favorite Projects

Suggested Prior Reading. Navigating JobPlanner General Navigation for Lists Projects List - Accessing Projects List - Layout Projects List - Navigation Set a Project as a favorite Favorite Projects.…

Updated by Customer Service

Set a Project as a Favorite

Suggested Prior Reading. General Navigation for Lists My Projects - Overview Projects List - Accessing Projects List - Layout Projects List - Navigation Setting a Project as a Favorite. A project can…

Updated by Customer Service

Search the Projects List

Suggested Prior Reading. Navigating JobPlanner General Navigation for Lists Projects List - Accessing Projects List - Layout Projects List - Navigation Search the Projects List. Projects can be searc…

Updated by Customer Service

Project - State

Suggested Prior Reading. Projects - Overview Project State. Projects can be in one of three different states: Active - Active means it remains as a project in the Active project list. Generally, this…

Updated by Customer Service

Projects List – Layout

Suggested Prior Reading. Navigating JobPlanner General Navigation for Lists Projects - Overview Projects List - Accessing Projects List - Layout. The Project List displays all projects the user has a…

Updated by Customer Service

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