All Projects
All Projects
The All Projects Report shows all projects that are to being worked on,scheduled to be worked oron, are currently being worked on. When reaching All Projects, the page will display the following Totals
Future Work - Projects that had yet to be started
In Progress - Projects that are currently being worked on
Open Concerns - Concerns that have been
worked.created When opening page, you will seefor the
Totalscustomer, whichbut includeno Futureproject Work,created Infor Progressit jobs,yet
OpenService Concerns,Visits - Total Number of Service Visits
and Non-Assciated
Concerns.Concerns -
The followingpage informationcan isthen thebe provided, Linksfiltered to eachshow Customerspecific Report, Customer Name, Account Number, Address, Last Service Date, Created Date, Created by, Last Event, Next Action and project labels. The report can also be sorterd by categoryinformation by clicking on one of the arrowsfollowing tabs
Future Work - Shows only Projects that need to be worked on
In Progress - Shows only Projects that are currently in progress
Non-Associated Concerns
Below that, a table will be generated with each project as a line item with the following columns
Notes - Clicking on the arrow will bring up notes that are associated with the project selected
Link - Clicking here will bring up the project page
Customer Name - The Customers Name
Account - The Customers Account Number
Address - The Customers Address
Last Service Date - The last date a service was provided to the customer
Created Date - When the Project was created
Created By - Who the project was created by
Last Event - The last date that the project was updated
Next Action - The next date that the project is going to be updated
Project Labels - Any labels that are associated with the project being worked on
The Report can be sorted by hovering over a category and clicking on the arrow next to eachit saidwhen categoryit
