For the complete documentation index, see llms.txt. This page is also available as Markdown.

Show project information on work order PDFs

Show project number, name, and external code on work order PDFs.

You can show project details on the work order PDF.

This helps employees and customers see the project context on the document.

1

Open PDF settings

Go to Settings.

Open PDF Settings.

2

Open the layout section

Go to Layout.

Then open General information.

3

Enable the project fields

Select the fields you want to show:

  • Show project number

  • Show project name

  • Show external project number

4

Save the layout

Click Save.

5

Generate the PDF

Open a work order that is linked to a project.

Then generate the PDF.

Frequently asked questions

Will project fields appear on every work order PDF?

No.

The work order must be linked to a project.

What is the external project number?

This is the external project code or customer reference.

Can I also show project details in the Scheduler?

Yes.

Use the Scheduler label settings for that view.

Last updated

Was this helpful?