Project Actions

The following are step-by-step instructions for how to perform some common project actions.

Adding Project Visits
Editing Project Visits
Canceling Project Visits
Adding Charges to a Visit
Editing Project Charges
Duplicating Project Visits

Adding Project Visits

To add visits to a project:

Type the number of visits you want to add in the Add Visits field (located in the Visit Details section of the Project Control Panel).
Click Add Visits. The Visits appear in the Detailed Visit Information section.

Editing Project Visits

You can edit project visits from the Project Control Panel in three ways:

Via the Project Control Panel. See the Editing Project Charges section.
Via a job window. Right-click the header for the visit you want to edit and select Open Visit from the pop-up menu. The visit record appears. Edit the visit in the same manner as a regular job. See the Editing Jobs section for details.
Via the Global Visit Update dialog box. To update all of the project's future visits, click Update Visits from the Project Control Panel. The Global Visit Update dialog box appears.

To edit a value in this dialog box. select the check box corresponding to the field you want to edit. Type or select the new value. Click Update when done. All visits scheduled to occur in the future will be updated to reflect these new values. Visits that have already occurred will not be affected.

Tip!

Tip:
You will also be able to edit project charges when you complete the visit in the Charges page of the Completion Wizard.

Canceling Project Visits

Select the visit you want to cancel.
Click Remove Visit or right-click the visit's header and select Cancel Visit from the pop-up menu. A confirmation dialog box appears.
Click Yes. The visit's status will be changed to cancelled.

Adding Visit Charges

To add a charge to a project and/or visit:

Search for and select the product or service to which you want to add to the project or visit from either the Master Product and Service List or the Project Pool.
Select the appropriate options in the Operation Control section.
Click Add Charge. The charge is added to the project pool and/or visits, depending on the selections you made in the Operation Control section.

Tip!

Tip:
To display the visit to which a visit-only charge is assigned, right-click the charge and select Find Visit. The visit will display in the Detailed Visit Information section of the Project Control Panel.

Note!

Note:
Fixed charges can either be added to the project pool and not distributed, or added directly to a project visit (by using the Add to New Visits or Add to Selected Visits option buttons). A fixed charge in the project pool is intended to be a single charge for the entire project; it will not appear on any of the work orders, but will appear on the invoice. For example, if you needed to charge a $50.00 Environmental or Disposal Fee on a project, but didn't want it appearing on any of the visits, you would add it directly to the project pool. However, if you need a fixed charge to appear on a visit's work order, add it directly to the visit. The charge will appear grayed out in the project pool.

Editing Visit Charges

You can edit a charge on a project in one of two ways:

Through the Project Control Panel. Simply click in the field you want to edit and type a new value or select a new value from the drop-down list. You can edit charges on a visit or in the Project Pool.

Caution!

Caution:
You will not be able to edit a visit-only charge in the Project Pool. You will need to edit these charges in the project visit to which it is assigned.

Through the Charge Details dialog box. Either double-click the charge or right-click the charge and select Open charge editor from the pop-up menu. The Charge Details dialog box appears. You can then edit the charge's values in the same manner as you can on a regular job.

Tip!

Tip:
The Charge Details dialog box will appear differently depending on where you access it. If you access it from the Project Pool, you will see the Charge Type tab, where you can define the charge's Charge Type and Reporting Details. This tab will not appear if you access it from a project visit since it is assumed you defined the charge's distribution through the project control panel.

You can remove a charge from both the project pool and a visit by right-clicking the charge and selecting Remove charge from the pop-up menu.

Duplicating Project Visits

You can duplicate any project visit or project. The new visit or project will default to the date on which it was created (the date on which you click the Duplicate button). See the Duplicating Jobs section for details.