Creating projects
Projects may include a wide variety of tasks: from technical activities such as renovations, to planning an annual conference including reception, lunch, presentations and drinks afterwards.
Reservations (and other orders) can be added directly to a project, but they can also be linked later.
Projects can be created in Reservations and Service Manager. In Reservations, you can use the Projects selection step on the Graphical planner selection level to retrieve, add, copy and delete projects. For more information on working with projects, refer to the Work Orders .
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Please note that the Projects selection step is not available in the new improved Reservations TSI. For more information on how to make the most of the possibilities of this new TSI and planboard, see Working with the new Reservations TSI and planboard.