Projects are often composed of different work orders and scheduled maintenances and are great tools for organization and defining a clear goal or purpose.
This article describes how to create a project in the SOMAX system.
Creating a Project
- From the left sidebar, select Projects.
- At the top right, select Add New Project.
- You must fill out the project ID and description, but you may also add scheduling dates, the owner and coordinator, and more. The chart below describes each form field.
- When you are done, select Save & Add Another or Save.
Field | Description |
| Project Id | The project's ID, which is for referencing the project. |
| Description | The description, or ultimate goal, of the project. |
| Scheduled Start | The start date you scheduled it for (if scheduled). |
| Scheduled Finish | The end date you scheduled for (if scheduled). |
| Owner | The owner of the project. |
| Coordinator | The coordinator of the project (not necessarily the owner). |
| Fiscal Year | The fiscal year of the project. |
| Budget | Budget of the project. |
| Type | Relative size of the project based on expenses. See Lookup List |
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