Related Articles
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 ...
Projects Overview - Projects
The Projects module is a NEXGEN feature that helps users track tasks and budgets for various projects and their sub-projects. For a video overview of the Projects module, click here. Projects Module Overview Video Projects Module Navigation and Views ...
Create a New Work Order - Work Order
Work Orders are records that track maintenance on one or more assets. When creating a work order, you want to fill out as much information as necessary in the Work Order Information zone to give everyone the info they need to complete the work. Work ...
Create New Service Request
A Service request is created when an issue is reported by a customer or an internal employee. Service Requests do not necessarily indicate an issue with an asset. However, if a maintenance issue is discovered for one or more assets while ...
Add a Child Project to Parent Project - Projects
You can add a child project to a parent project in NEXGEN. This helps to organize projects and provide more specificity when it comes to items like job costing and tracking. For detailed instructions, see below. Navigate to the Projects Module To ...