What is Projects?

Understand what Projects does, when to use it, and how it fits with work orders.

Projects groups related work orders under one larger job.

Use it for work that runs across multiple days, weeks, or phases.

A project gives you one place to review:

• linked work orders
• hours, costs, and revenue
• activities, status, and progress

Projects is included in Accelerate and Maximize.

Project Planning is available in Maximize.

When to use Projects

Use Projects when you need:

• one project number for multiple work orders
• budget control across a longer job
• progress tracking per project or activity

How Projects fits with work orders

A work order is one planned job.

A project is the wider job that contains one or more work orders.

Hours and costs from linked work orders roll up to the project.

Frequently asked questions

Is a project the same as a work order?

No.

A work order is one task or visit.

A project groups several related work orders.

Do I need Project Planning to use Projects?

No.

You can use Projects without the planning board.

Project Planning is an extra planning view.

Can I use Projects without activities?

Yes.

Activities are optional.

They help when the project has clear phases.

Related topics

• Projects
• Create a project
• Link work orders to projects