How to add a New Project from Customer View
Projects in Fortix defines the boundaries of work or a job that has been allocated to resources. The client's details together with Delivery dates, payment terms and resources allocated to complete the job is defined.
This article explains how to add a new project from the Contact/Customer List View in Fortix.
Navigate to the Customer / Contacts page by Clicking on CONTACTS. Click the down arrow on the Action tab of the customer where the project needs to be added. Select Add New Project.
Alternatively, click on the underlined customer to access the Edit Customer form.
The address bar link is : /?customers
The EDIT DETAILS form opens. Located on the right-hand side of the form is the PROJECTS content block. Click Add New to add a new project.
The ADD NEW form opens. Complete the fields according to the Project data.
To add a new Branch, click the + sign next to the Branch fields. If any of the Branch details have changed, it can be edited by clicking on the pencil.
The EDIT BRANCH form will open where the detail of the branch can be changed.
Click SAVE when finished.
On the right side, the users who have access to this project is set. Select the user by clicking either Favourite, All or Setup.
Click on the + sign to add the approved user who has access to this project.
Ensure that the correct permissions for each user are ticked. Click SAVE to commit the new project to the system.
The new project has been added.