Project Details overview

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Project Details page contain all the information you will need to see through a successful project.

  1. Project Details - title contains the project name and sales order number, also arrow button takes you back to the main project overview page.

  2. Project Summary - Details of the project in hand.

  3. Account Manager - Your main point of contact for the project within the integration company.

  4. Feedback Summary - The integrator can send the scope of works and request sign off, this is a feature that may not be used by all integrators, if this has been requested you will see a request form detailing the customers feedback here

  5. Assigned Users - List of users involved in the project, this will contain engineering resources, project managers and any other stakeholders involved in the project

  6. Sign Off Date - the date the project was converted from a qute stage project to an installation and also the name of the user that converted it.

  7. Location Module - See location article for more information on the locations.

  8. Product Module - See location article for more information on the locations.

  9. Calendar Module - See location article for more information on the locations.

  10. Project Activity Module - The project activity module displays all activity carried out on a particular project, including the name of the user and the time it was carried out.