Create Project

Create Project

Note: Prioritization is a combination of Risk, Funding, and Budget. Make sure Funding, Risk, and Budget are set up correctly to get the most out of the prioritization module

  1. Go to AM Planning > Prioritization
  2. Click on the domain level for Location or Department or click on a Location, Sublocation, Department, Division
  3. You can create an Ad Hoc project by clicking on + Add from the "Ad Hoc Projects" zone
  4. Select Asset(s) from the table and click either Create Project or Attach to Existing
    • Select the Project to attach Asset(s) to or enter a new project name and click Save or Attach
    • 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 ...
    • 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 ...
    • Delete an Existing Project - Projects

      If you no longer need a project, you can delete it from the Projects module. For instructions on how to do so, see below. Note: If you try to delete a parent project without first deleting its child projects, the system will not let you. The ...