Work on a project

What a project's page shows, what each tab is for, how to edit the project, and every action in its Actions menu.

In the sidebar, open Projects & Tasks, then Projects, and open a project from the list. The page address is /work/projects/ followed by the project and the tab you are on. It is laid out like every record page (see Find your way around a record page).

What you see

• At the top: the project's name, its status and its description.
• The summary strip: Account, Portfolio, Project Number, Tasks, Work Orders and Timeline (start and due dates).
• The details panel on the left:
  • Parent context: the customer account and the portfolio the project belongs to.
  • Project details: account, portfolio, when it was created, updated and archived, and its timeline.
  • Task stack and Work orders: the first few linked tasks and work orders, with their counts.
  • Additional details: your organization's own fields, editable here.

The tabs

• Overview: checklist readiness, the Project brief (press Edit description to change it), the Execution snapshot with Outstanding tasks, Completed tasks and Linked work orders, and shortcuts.
• Work Orders: the work orders linked to the project. New work order starts one for this customer.
• Tasks: the project's tasks grouped by phase. Press a task to open it in a side panel. Manage phases adds, renames, reorders or archives phases with Add phase.
• Reminders: reminders about the project's start, due date or follow-ups, when your plan includes them. Pick recipients with Add recipient, set the time, then press Add reminder. Each reminder has Dismiss (or Restore) and Remove.
• Checklists: phase gates and quality checks (Run a checklist on a work order or record).
• Time: time logged to the project, its tasks and its work orders.
• Agreements: documents sent for signature for this project.
• Notes, Files and Access (Add a note to a customer or record, Attach a file or photo to a customer or record, Keep gate codes and passwords on a customer or record).
• Activity: everything that happened on the project (See what happened on a record).

The Actions menu

• Back to projects, Add note and Upload file.
• Edit project opens /work/projects/ followed by the project and /edit. Change the Name, the number, the Portfolio, the Status, the dates and the description, then press Save. Nova takes you back to the project. The customer account cannot be changed.
• Save as template saves this project's structure as a project template (Create a project template).
• Customize tabs (Change the tabs on one customer or record).
• Archive project, last and in red. Archive this project? asks for a reason when your organization wants one. An archived project shows Restore project at the top of the menu instead (Archive or restore a project).

If something looks different

• Edit project is missing: your role cannot update projects.
• Reminders is missing: project reminders are not part of your plan. The Customize tabs panel does not list this tab.
• Save as template is missing: project templates are off, or your role cannot create them.