- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
Overview
The Project Settings page allows you to view and edit the Project Settings.
The Project Settings page allows you to view and edit the Project Settings.
How to Access the Page
It can be found by going to the Management -> Projects -> Settings main menu entry.
It can be found by going to the Management -> Projects -> Settings main menu entry.
"Project Name Singular/Plural"
| Name: | Description: | If you refer to your projects by another term (such as jobs) the singular and plural values can be altered within Edit Settings. By doing so, Project and Projects will now be called the terms you specified.
|---|---|
| "Project Name Singular" | is the singular name defined for your projects. |
| "Project Name Plural" | is the plural name defined for your projects. |
| "Edit Settings" | allows you to change the singular and plural names for your projects. |
"Project Custom Fields"
A Project Custom Field is a field needed for your own projects that you can create that will appear within the project's add, edit, and view page, import/export, etc, that are used to add to the existing project fields based on the needs of your business that can be searchable, appear once or multiple times, be open ended, is required or optional, and can be visible by the customer or not.
Examples of project Custom Fields are department as multiple choice and sponsor as a string.
Project Custom Fields contain -
A Project Custom Field is a field needed for your own projects that you can create that will appear within the project's add, edit, and view page, import/export, etc, that are used to add to the existing project fields based on the needs of your business that can be searchable, appear once or multiple times, be open ended, is required or optional, and can be visible by the customer or not.
Examples of project Custom Fields are department as multiple choice and sponsor as a string.
Project Custom Fields contain -
| Name: | Description: |
|---|---|
| online-help.platform.features.web.management.settings.Name1 | online-help.platform.features.web.management.settings.Name2 |
| online-help.platform.features.web.management.settings.Type1 | online-help.platform.features.web.management.settings.Type2 |
| online-help.platform.features.web.management.settings.Required1 | online-help.platform.features.web.management.settings.Required2 |
| online-help.platform.features.web.management.settings.Searchable1 | online-help.platform.features.web.management.settings.Searchable2 |
| online-help.platform.features.web.management.settings.ApiName1 | online-help.platform.features.web.management.settings.ApiName2 |
| online-help.platform.features.web.management.settings.AllowedValues1 | online-help.platform.features.web.management.settings.AllowedValues2 |
| online-help.platform.features.web.management.settings.Actions1 | online-help.platform.features.web.management.settings.Actions2 |
| online-help.platform.features.web.management.settings.AddField1 | online-help.platform.features.web.management.settings.AddField2 |
"Add Field"
Add Field adds a custom field to Project Custom Fields.
online-help.platform.features.web.management.settings.AddFieldContains
Add Field adds a custom field to Project Custom Fields.
online-help.platform.features.web.management.settings.AddFieldContains
| Name: | Description: |
|---|---|
| online-help.platform.features.web.management.settings.AddField.PropertyName1 | online-help.platform.features.web.management.settings.AddField.PropertyName2 |
| online-help.platform.features.web.management.settings.AddField.PropertyType1 | online-help.platform.features.web.management.settings.Type2 |
| online-help.platform.features.web.management.settings.String1 | online-help.platform.features.web.management.settings.String2 |
| online-help.platform.features.web.management.settings.Number1 | online-help.platform.features.web.management.settings.Number2 |
| online-help.platform.features.web.management.settings.Decimal1 | online-help.platform.features.web.management.settings.Decimal2 |
| online-help.platform.features.web.management.settings.Date1 | online-help.platform.features.web.management.settings.Date2 |
| online-help.platform.features.web.management.settings.Yes/No1 | online-help.platform.features.web.management.settings.Yes/No2 |
| online-help.platform.features.web.management.settings.MultipleChoice1 | online-help.platform.features.web.management.settings.MultipleChoice2 |
| online-help.platform.features.web.management.settings.QRCode1 | online-help.platform.features.web.management.settings.QRCode2 |
| online-help.platform.features.web.management.settings.Signature1 | online-help.platform.features.web.management.settings.Signature2 |
| online-help.platform.features.web.management.settings.Header1 | online-help.platform.features.web.management.settings.Header2 |
| online-help.platform.features.web.management.settings.ImageCapture1 | online-help.platform.features.web.management.settings.ImageCapture2 |
| online-help.platform.features.web.management.settings.Notes1 | online-help.platform.features.web.management.settings.Notes2 |
| online-help.platform.features.web.management.settings.PhoneNumber1 | online-help.platform.features.web.management.settings.PhoneNumber2 |
| online-help.platform.features.web.management.settings.PhoneNumberPlusExtension1 | online-help.platform.features.web.management.settings.PhoneNumberPlusExtension2 |
| online-help.platform.features.web.management.settings.SSN1 | online-help.platform.features.web.management.settings.SSN2 |
| online-help.platform.features.web.management.settings.TimeField1 | online-help.platform.features.web.management.settings.TimeField2 |
| online-help.platform.features.web.management.settings.TextArea1 | online-help.platform.features.web.management.settings.TextArea2 |
| online-help.platform.features.web.management.settings.VerticalSeparator1 | online-help.platform.features.web.management.settings.VerticalSeparator2 |
| online-help.platform.features.web.management.settings.VerticalSpacing1 | online-help.platform.features.web.management.settings.VerticalSpacing2 |
| online-help.platform.features.web.management.settings.MultipleQRCode1 | online-help.platform.features.web.management.settings.MultipleQRCode2 |
| online-help.platform.features.web.management.settings.CustomerField1 | online-help.platform.features.web.management.settings.CustomerField2 |
| online-help.platform.features.web.management.settings.Product1 | online-help.platform.features.web.management.settings.Product2 |
| online-help.platform.features.web.management.settings.UserField1 | online-help.platform.features.web.management.settings.UserField2 |
| online-help.platform.features.web.management.settings.ProjectField1 | online-help.platform.features.web.management.settings.ProjectField2 |
| online-help.platform.features.web.management.settings.AssetField1 | online-help.platform.features.web.management.settings.AssetField2 |
| online-help.platform.features.web.management.settings.StoreField1 | online-help.platform.features.web.management.settings.StoreField2 |
| online-help.platform.features.web.management.settings.DynamicHeader1 | online-help.platform.features.web.management.settings.DynamicHeader2 |
| online-help.platform.features.web.management.settings.MultipleOptionDropdown1 | online-help.platform.features.web.management.settings.MultipleOptionDropdown2 |
| online-help.platform.features.web.management.settings.Required1 | online-help.platform.features.web.management.settings.Required2 |
| online-help.platform.features.web.management.settings.Searchable1 | online-help.platform.features.web.management.settings.Searchable2 |
| online-help.platform.features.web.management.settings.AddField.CustomerVisible1 | online-help.platform.features.web.management.settings.AddField.CustomerVisible2 |
| online-help.platform.features.web.management.settings.AddField.NumberofTimes1 | online-help.platform.features.web.management.settings.AddField.NumberofTimes2 |
| online-help.platform.features.web.management.settings.AddField.DeviceReadOnly1 | online-help.platform.features.web.management.settings.AddField.DeviceReadOnly2 |
| online-help.platform.features.web.management.settings.AddField.WebReadOnly1 | online-help.platform.features.web.management.settings.AddField.WebReadOnly2 |
| online-help.platform.features.web.management.settings.AddField.LongQuestionType1 | online-help.platform.features.web.management.settings.AddField.LongQuestionType2 |
| online-help.platform.features.web.management.settings.AddField.FieldDescription1 | online-help.platform.features.web.management.settings.AddField.FieldDescription2 |
| online-help.platform.features.web.management.settings.AddField.ShowAdvancedOptions1 | online-help.platform.features.web.management.settings.AddField.ShowAdvancedOptions2 |
| online-help.platform.features.web.management.settings.AddField.QuickBooksFieldName1 | online-help.platform.features.web.management.settings.AddField.QuickBooksFieldName2 |
| online-help.platform.features.web.management.settings.AddField.LabelCss1 | online-help.platform.features.web.management.settings.AddField.LabelCss2 |
| online-help.platform.features.web.management.settings.AddField.InitialValue1 | online-help.platform.features.web.management.settings.AddField.InitialValue2 |
"Project Categories"
Project Categories can be used to categorize your projects such as by marketing, design, business development, etc.
Project Categories contain -
Project Categories can be used to categorize your projects such as by marketing, design, business development, etc.
Project Categories contain -
| Name: | Description: |
|---|---|
| "Name" | is the name of the project category. |
| "Actions" | include edit and delete. |
| "Add Category" | adds a category to "Project Categories." |
"Status"
Status are statuses of projects that you can set that fit your business, for instance, projects that are active, on hold, are completed, etc.
Status contains -
Status are statuses of projects that you can set that fit your business, for instance, projects that are active, on hold, are completed, etc.
Status contains -
| Name: | Description: |
|---|---|
| "Status Name" | is the custom status name of the project. |
| "API Name" | is the API name of the project. It does not change after it is created. |
| "Actions" | include edit and delete. |
| "Add Status" | adds a status to "Status." |
"Project Work Order Actions"
Project Work Order Actions are a convenient way to perform complex actions on one or more projects at once.
Project Work Order Actions appear in the list page, view page, and device. They create a work order for specific work order types at a specified frequency. They allow action on multiple entities where Project Work Order Actions will be shown in "More Actions" in the upper right corner with the option to pick multiple projects using the checkbox and perform the project work order action.
Project Work Order Actions contain -
Project Work Order Actions are a convenient way to perform complex actions on one or more projects at once.
Project Work Order Actions appear in the list page, view page, and device. They create a work order for specific work order types at a specified frequency. They allow action on multiple entities where Project Work Order Actions will be shown in "More Actions" in the upper right corner with the option to pick multiple projects using the checkbox and perform the project work order action.
Project Work Order Actions contain -
| Name: | Description: |
|---|---|
| "Name" | is the name of the project work order action. |
| "Type" | is the type of project work order action. |
| "Options" | Shows the configuration information; only provides value during troubleshooting |
| "Actions" | include edit and delete. |
| "Add Project Work Order Action" | adds a project work order action to "Project Work Order Actions." |
"Project Time Tracking Actions"
Project Time Tracking Actions are a convenient way to perform complex actions on one or more projects at once.
Project Time Tracking Actions appear in the list page, view page, and device. They allow you to perform a time tracking action to a group of people on a project.
Project Time Tracking Actions contain -
Project Time Tracking Actions are a convenient way to perform complex actions on one or more projects at once.
Project Time Tracking Actions appear in the list page, view page, and device. They allow you to perform a time tracking action to a group of people on a project.
Project Time Tracking Actions contain -
| Name: | Description: |
|---|---|
| "Name" | is the name of the project time tracking action. |
| "Type" | is the type of project time tracking action. |
| "Options" | Shows the configuration information; only provides value during troubleshooting |
| "Actions" | include edit and delete. |
| "Add Project Time Tracking Action" | adds a project time tracking action to "Project Time Tracking Actions." |