Adding Orders to a Project
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
- Go to the order.
- On the Details and Settings tab, locate the Project field.
- Select the open project from the drop down.
Add from the project
- Go to the project.
- Select the Included Service Orders tab or Included Installation Orders tab.
- Click Add and select the order you want to add to the project.
- Save the project.