Create a New Project - Projects

Create a New Project - Projects

You can use projects in NEXGEN to help categorize your work orders for job costing and tracking purposes. These operate like folders in which you can store project-specific records, such as service requests, work orders, preventive maintenance programs, and more. For instructions on how to create a project in NEXGEN, see below.

Navigate to the Projects Module

To navigate to the Projects module:
  1. From the NEXGEN dashboard, click on Maintenance in the blue sidebar to the left.
  2. Click Projects.

Create a New Project

To create a new project:
  1. Navigate to the Projects module.
  2. Click +New in the top left.
  3. Fill in the details of the new project.
  4. Click Save in the top right.


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