📄️ Overview
What is a Project?
📄️ Project Form
The layout of asset management has all the fields required to manage the projects of an organization. However, to meet the organization’s needs, you can modify the default template and add new fields. The fields can later be used in the automation settings also.
📄️ Project Risk
Project Risk shows the risk factor involved which would affect the project adversely. There are pre-defined levels of risk mentioned in the system by default which cannot be removed.
📄️ Project Type
Project Type determines the kind of project that is requested. It is another set of classification that helps technician filter the projects.
📄️ Project Custom Rules
The custom rules help you to enforce the organization’s compliance while processing a project. Using these rules you can ensure that any change in the project attributes is supported by proper comments or notes. For example, a project should not move to the approved state if there is no owner assigned to it. Similarly, you can use custom rules to enforce the approval workflows and closing tasks to close a project.