Link work orders to projects

Connect work orders to a project so hours, costs, and progress roll up correctly.

Link work orders to projects when the work belongs to a larger job.

This keeps hours, materials, and costs connected to the right project.

Two common ways to link work

• select the project while creating the work order
• create the work order from inside the project

1

Create or open the work order

Start a new work order or edit an existing one.

2

Select the project

Find the Project field.

Then select the project you want to use.

3

Select the activity if needed

Choose a Project activity if the project uses activities.

4

Save the work order

Save the work order.

The work is now linked to the project.

What fills in automatically

After you select the project, OutSmart can fill in project-related details such as:

• customer
• project number
• external reference

Frequently asked questions

Can I link an existing work order to a project?

Yes.

Edit the work order and select the project.

Can one work order belong to more than one project?

No.

A work order can be linked to one project at a time.

Can I create a work order from inside the project?

Yes.

That is often the fastest option.

Related topics

• Create a work order
• Use project activities
• Projects