Projects overview

In Projects overview you can view all companies, projects, phases and all the related key information including project number, status, project manager, draftsman, engineer, and due dates. You can also access the file manager, technology panel, video player, and settings from this view.

Creating a New Project

1. Open the Project Panel from Addings and click New.
2. Select an existing company.To create a new company open the Customer Panel and enter company name and registration number (optional).
3. Assign a Project Number (auto-generated if left blank).
4. Add the project name, project manager, and customer contact if needed.
5. Save to create the project.

Adding Project Phases

1. Select the project row, open the Phase Panel from Addings and click New.
2. Add phase code and name, draftsman and/or engineer, project status (e.g. pre-production or booked), stage due date.
3. Add optional details such as PO number, delivery terms, or site address.
4. Save and repeat to add more phases if required.
5. Edit phase names and other information later if needed.

Defining Technology & Operations

• Use the Technology Panel to define all tasks for the phase.
• Assign estimated time to each operation.

File Management

• Upload files via drag & drop.
• Files can be attached to specific operations (e.g. link a cut plan drawing to fabrication).