How do I... Manage Projects?

This guide will take you through how to manage projects within Oneserve. You can find Projects in the navigation bar in the desktop application.

Background reading

Want to know more about what Projects are before getting started? Click here to see our What are… Projects? guide. 

How do I Create Projects?

Type Rights Required: Projects_Create

1. From the Projects List use the ‘Create New Project’ button to open the create modal.
2. Enter a Project Code. This field is mandatory and must be a unique code that only contains letters and numbers. Spaces and special characters are not valid.
3. Enter a Project Name. This field is mandatory.
4. Enter a Project Description.
5. Enter a Project Budget. This field will be used to generate the Costs chart.
6. Enter a Project Owner. This field is mandatory. After clicking into the field you are able to search for the desired user.
7. Enter a Project Start Date. This field will be used to generate the Progress chart.
8. Enter a Project End Date. This field will be used to generate the Progress chart.
9. Use the ‘Create’ button to save your Project.

How do I Link Jobs to a Project?

Type Rights Required: Projects_Update, Jobs_Read

1. From the Project Notebook select the Jobs Tab
2. Select the Link Jobs button to reveal the Job Reference field
3. Enter the Job References of the Jobs you want to link to projects.
4. Job References can be entered as comma, space, or quote mark separated lists.
5. Once you’ve entered the Job References use the ‘Link Jobs’ button to link the jobs.

How do I Unlink Jobs from a Project?

Type Rights Required: Projects_Update

1. From the Jobs Tab of a Project use the checkboxes on the left side of the table to select the jobs you want to unlink from the project.
2. When at least one job has been selected, the red unlink button at the top of the page will become available.
3. Use the unlink button to bring up the confirmation modal.
4. A list of the jobs about to be unlinked will be displayed in the modal.
5. You can confirm the unlinking, or cancel.

How do I Update a Project?

Type Rights Required: Projects_Update

1. From the Project Notebook, use the cog icon found by the project name to open the Update modal.
2. Use the Update Modal to edit any of the details as required.
3. Use the ‘Update’ button to save your changes and return to the project.

How do I Delete Projects?

Type Rights Required: Projects_Delete

1. From the Projects List page you can delete projects one at a time or in bulk.
2. Use the checkboxes on the left side of the table to select the projects you want to delete.
3. Once at least one project has been selected the red delete button at the top of the page will become available.
4. Use the delete button to bring up the confirmation modal.
5. A list of projects about to be deleted will be displayed in the modal.
6. You can confirm the delete, or cancel.