Schedule: Projects

The Schedule tab displays a calendar view of work orders associated with the project.

An icon is displayed on the designated target date for each work order. Each icon lists Work Order ID, Target Hours, and a Status and/or Priority Icon. The color of the displayed icon provides further information about the work order status:

  • Open and Unassigned (Light Orange/Tan).

  • Open and Assigned (Dark Orange).

  • Completed (White).

  • Closed (Clear/Transparent).

ClosedChange the Target Date of a Work Order

Change the target date of a displayed work order:

  1. Locate the work order you want to change.

  2. Click and drag the work order icon to the desired date.

ClosedMove Work Order to a Different Month

Move a work order to a different month:

  1. Right-click the icon and select Cut.

  2. Use the calendar controls to locate the desired month.

  3. Right-click the desired date and select Paste.

ClosedView Additional Information About a Work Order

View additional information about the work order:

  1. Locate the work order you want to view.

  2. Click or hover your cursor over the work order icon.

    A window opens, providing additional information on the work order.

  3. Close the window, move your cursor.

  4. View more details:

    1. Right-click the work order icon and select Open in New Window.

    2. When you are finished viewing work order data, click the Close button.

  5. View all assignments associated with the work order:

    1. Right-click the work order icon, and select View Assigned Labor.

      This option is only available for work orders with assignments.

      The page refreshes and displays the Assignment List for the designated work order.

    2. When you are finished viewing assignments, click the Close button.

Complete/Close Out Work Orders

Delete Work Order