Field Service: Configuration: Projects

Process

To get started, navigate to the Field Service app.

Once there, go to Configuration > Projects. Here you'll see a list of existing Field Service projects. To add a new project, click Create.

This opens the Projects form where you'll enter the following information:

Project Name: Enter a project name.

Name of the tasks: The defaults to "Tasks" But you can customize the name, as needed.

In the Description tab, enter a brief description to describe the tasks in this project.

Under the Settings tab:

Project Manager: Select the employee who will be managing this project.

Customer: If this project is for a specific customer, select them here.

Create tasks by sending an email to: Enter a prefix for an email alias. All emails sent to this address will be added to the chatter of this project.

Analytic Account: If this field displays, select the analytic account for the task.

Visibility: Select who should be allowed to see this project and its tasks.

• Invited internal users: When selected, you'll be able to select individual users in an Allowed Portal Users field.

• All internal users: Any internal user can view this project. 

• Invited portal users and all internal users: When selected, you'll be able to select individual users in an Allowed Portal Users field.

Company: Select the company under which this project should be managed. This field defaults to the company you're currently using.

Timesheets: Enable to log time spent on tasks.

Billable: Enable this to invoice your time and material for this task to customers.

Field Service: When checked, this project will be managed through the Field Service app. When unchecked, the project will be managed through the Project app.

Worksheets: When enabled in settings, you can enable the use of worksheets on tasks in this project. Select or create a Worksheet Template to apply, by default.

Extra Quotations: When enabled in settings, you can allow quotations to be created directly from tasks.

Timesheet Timer: When enabled, this adds a timer functionality to tasks. 

Products on Tasks: When enabled, you're able to track products used to complete tasks.

Under the Invoicing tab, set a product against which you wish to bill for services.

If you have Project Description module installed, you'll see a notes tab. Here, you can enter any applicable notes for this project.

When you're ready, click Save.