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 ...
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 ...
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 ...
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 ...