Projects is a relatively new feature to be added to Synchroteam. It allows you to specify a job sequence and monitor progress for the set of Jobs. You can define Project Types, and each will have a default Job Sequence. For example, you can create a “Standard Project” type that requires a sequence of four jobs: Pre-visit, Installation, Quality Control and Post-visit. Any new “Standard Project” you create will use this sequence. Once a project is created, you can decide to add or remove jobs from the sequence (this does not impact the default Multi-job sequence template). Each job can be scheduled and managed independently, and can refer to differing skill sets. Synchroteam also provides a progress indicator for an at-a-glance view of work advancement.
Steps to use projects :
Step 1 : Create Job Types
Step 2 : Create Project Types
Step 3 : Create a Project
Step 4 : Schedule Jobs for a Project
Step 5 : Check the progress of a Project
If you require further assistance, please contact us at support@smartcloud.ie