Tip:
To optimize use of the Project Control Panel, we recommend you have at
least a 19 inch monitor (minimum 1280 x 1024 resolution).
The Project Control Panel is where you define all project settings. It was designed to let you make all of your project and visit level actions and edits from one location.
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There's a lot of information on this page. However, the data is split up into different sections. Let's take a detailed look at each section of the Project Control Panel below:
Project Summary. The Project Summary section displays information common to the entire project (i.e., information shared with each visit). See the Project Summary section for details.
Master Product and Service List. Displays all of your Master Products and Services in a list format. See the Master Product and Service List section for details.
Operation Control. Controls how products and services are added to the project and/or individual visits. See the Operation Control section for details.
Project Pool. A listing of all products and services in the project (both project-level and visit-level charges). See the Project Pool section for details.
Detailed Visit Information. Displays all of the visits in the project. Can be expanded to see the details about each visit; see the Project Visit Details section for details.
Visit Details Menu. Actions that you can perform on the individual visits. See the Visit Details Menu section for details.
The active visit's (the visit being worked on) caption bar is bright blue. For example, in the screenshot above, the active visit is visit 4. All of the scheduling tools will function on the active visit.
Use the splitters between the various portions of the screen to increase or decrease the size of each section. You can also use the Hide Master List check box to increase your screen real estate.
More details on each section are located below.
The Project Summary section displays the information that each visit shares. These fields are:
Customer. A read-only field displaying the project's customer.
Summary. A description of the project. In other words, the name of the project.
Status. The project's status.
Location. If a customer has multiple locations, select the project's location from the drop-down list. You will be prompted to make this the location of all active visits. If you click Yes, the new location will be added to all active visits. If you click No, the new location will only apply to newly created visits.
Contact
Name. The name of the customer contact responsible for the project.
The contact selected here will also be the name that appears on the
reports for the project.
Sales Reps. The project's Sales Representatives An employee who sells the jobs and/or schedules that you service. Starting with version 5.5, all Sales Reps are full employees in ServiceCEO.. For details, see the Assigning Sales Representatives section.
The Master Product and Service list box works in the same manner as it does in a regular job; you can search for and select the products/services you want to add to the project and/or visit(s).
Note that actually adding the selected product/service to the project is performed in the Operation Control section.
This section controls how you can add Master Products and Services to the project and/or individual project visits. This section replaces the multi-step Charge Details dialog box in previous versions of ServiceCEO. Your options are:
Hide Master List. Select this check box to hide the Master Product and Service List section. Typically used after you've added your products and services to the Project Pool in order to save screen space.
Quantity to Add. Type in the amount of the selected product/service you want to add to the Project Pool or individual visits.
Add to... These option buttons control where the product/service is added.
Add to Project Pool. Will add the product/service to the Project Pool.
Add to New Visit. Will add the product/service to a new visit, automatically created when you click Add Charge. The product/service will appear in the Project Pool as a visit only charge.
Add to Selected Visits. Used in conjunction with the Visits Grid.
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Charge Type. Indicates how the product/service will be charged in the project. Your options are:
Fixed. A Fixed charge is only entered once and will not change as work is performed or completed. It will remain the same regardless of the amount of man-hours or the number of visits in which it takes to complete the service.
Fixed (Visit Tracking). A fixed charge where you can edit portions of the product/service’s charge with every visit. The equivalent of selecting the Schedule and complete portions of this charge with each Visit check box in previous versions.
Variable. A variable charge is incurred incrementally as work is completed. Due to the flexibility of this option (you can adjust charges based on on-site job changes), we suggest using this option.
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Add Charge. Clicking Add Charge acts differently depending on where you are adding the charges from and the selected Add to... option.
If you select a product/service from the Master Product and Service list, clicking Add Charge adds it to either the Project Pool or individual project visits depending on what Add to... option button you select and/or what's selected in the Visits Grid.
If you select a product/service from the Project Pool, clicking Add Charge adds it to project visits depending on what's selected in the Visits Grid.
Visits Grid. The visits grid enables you to select the visits to which you want to add a product/service. Only used if the Add to Selected Visits option button is selected.
<Click to select or deselect all Visits>. Selecting this check box will select or deselect the check boxes corresponding to all project visits in the visits grid.
[name of specific visit]. Select the check box corresponding to a specific visit to add a product/service to that visit.
The Project Pool displays all charges that are part of the project, either as a whole, or as part of an individual visit.
The project pool fields are:
Icon. Indicates if the charge is a service, product, kit, or a visit-only charge.
Charge Type. Displays the type of charge.
Part Number. If a product, displays the part number.
Name. Displays the product/service name.
Quantity. The number of units in the project. Not applicable to Flat Fee Services.
Quantity on Visits. Displays the number of units applied to visits. Not applicable to fixed charges.
Quantity Remaining. Displays the quantity in the project pool that has not yet been distributed to a visit. Not applicable to fixed charges.
Price. The complete price of the product/service.
Explanation. The description of the product/service.
The Auto filter Visits check box will filter each visit for only the charge that is selected in the project pool. For example, if you selected the Chair and Couch fixed charge and selected Auto filter Visits, the expanded visits will only display the Chair and Couch charge that are assigned to that visit. See the Project Visit Details section for details.
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The Detailed Visit Information section displays information regarding all of your project visits.
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The fields that appear for each project visit are:
Summary. The name of the project visit.
Date. The date on which the visit is scheduled to occur.
Start Time. The time at which the visit is scheduled to begin.
Window. The leeway, in hours, for which the team has for starting the job.
Man-hours. The length of the project visit.
Team. The team that is assigned to the project visit.
Status. The visit's status.
Substatus. The visit's substatus.
Work Order Notes. Any notes that will appear on the visit's work order.
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The Visit Details Menu enables you to control aspects of the project visits.
Add Visits. Works with the spin box to add a number of visits to the project. See the Adding Visits to a Project section for more.
Cancel Visit. Click Cancel Visit to cancel the active project visit.
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Collapse Visits. Displays all project visits in their most condensed state.
Expand Visits. Displays all project visits along with all of their details.
Update Visits. Displays the Global Visit Update dialog box, where you can edit details about the project. See the Editing Project Visits section for more.
Extra Tools. The Team Availability, Capacity, and Scheduling Assistant buttons work in the same manner as a regular job. For details, see the appropriate sections.
SmartList. Enables use the Default Team functionality. See the Default Team section for details.
Ignore Validation Warnings. If this check box is selected, no Overtime, Skills, Man-hour, Employee Overlap, or Employee Availability warnings will display when saving the project. We recommend you only use this check box if you know that conflicts exist and you do not want the warnings to appear.
See Also: Project Actions
and 
.