The JM Work Management Menu allows you to create and track work orders and manage projects. The work orders can have milestones (steps) to complete. Projects can be linked to work orders to help you stay organized.
To create a new project:
- Go to Work Management > Manage Projects
- Click + Add New Project
- Fill in the project details
- Name - Name the project
- Customer - Choose a customer
- Category - Choose In-house or Sub-contracting
- Type - Choose Residential or Commercial
- Project Code - Enter your company's code for internal project work
- Description - Enter a brief description of the project
- Start Date - Choose Starting Date
- End Date - Choose Ending Date
- Project Managers - Enter any managers for the project
- Billable - Check the box if this is a billable project
- Click the Save button to save the project.
The page will load a new tab called Milestones. Here, you will be able to enter the required steps for this project.
When creating milestones:
- Choose the start and end date
- If a milestone you are entering needs another milestone to be completed before this one can begin, check the Dependent on Available Milestones checkbox and choose the milestone that needs to be finished first in the drop-down that appears.
- Click the save button to add the milestone to the project.
Link a Work Order to a Project
When you have created at least one milestone on a project, you can add one or more work orders to it. Here's how:
- Click the work order button in the actions column
- NOTE: The Work order must be scheduled within the date range of the Project.
- Choose the work order you wish to add to the project in the dropdown and click the add button
When you have added a work order to a milestone, you will see that work order displayed in the table with some new buttons in the action column. Labor and Checklist.
- Labor - Displays the employees responsible for the work order
- Checklist - Displays any checklists attached to the work order
There is a Gantt chart (or project schedule chart) that will display the data under Dashboards > Gantt.
The purpose of a Gantt chart is to illustrate a project schedule. You can see a bar for the entire project, then below, shorter bars that show the duration of each milestone within the project. Hover over any bar to see a summary with percent complete and the start/end dates for the Project or Milestone.
If you wish to enable or restrict access to your Work Management tools and displays, you can adjust each employee’s access under their user settings page. (Employees > Manage Employees > Edit Pencil for the employee > User Settings Tab > Security button)