When managing various phases of a project, such as installation, it is important to keep track of the items and their associated tasks. Generating work orders and pick lists can assist in communicating to team members what needs to be done and keeping track of what has already been done by checking off the equipment.
To create a Work Order or Pick List, open your project to the Install section, then select "Lists".
The Lists page lists all the items associated with the project. You can organize the listed items by selecting specific filters. Doing this will only display the items associated with the selected Job Phase and Room.
To generate a work order or pick list, select the appropriate items and select "Work Order"/"Pick List". This will bring up a window that allows you to assign the work order/pick list and enter a description for the job. Then click "Create Work Order" or "Create Pick List".
This will result in a "Work Orders"/"Install Pick Lists" section where all the generated work orders/pick lists are stored. These reports can be exported as a PDF by hovering the cursor over the desired work order/pick list and selecting the PDF icon that appears.
NOTE: For Install users, you must have the "Create Tasks (Project Manager)" permission to access Work Orders.