Adding Orders to a Project

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You can either add orders to a project from the project or from the order. First click New to create a new project, and then you can add orders.

Add from the order

  1. Go to the order.
  2. On the Details and Settings tab, locate the Project field.
  3. Select the open project from the drop down.

Add from the project

  1. Go to the project.
  2. Select the Included Service Orders tab or Included Installation Orders tab.
  3. Click Add and select the order you want to add to the project.
  4. Save the project.