To create a project, a payer needs to be selected first.  A payer can be selected either by searching for a part of or the whole name or Customer number. You can also click the glasses icon on the right side to see a detailed search results in a small window. If only one payer is found, the system will automatically select the payer and inserts it into the Payer field.

If the system finds more than one payer the small window will appear displaying the search results, as shown below.  In this window the payer can be chosen by clicking the payer and then click the Select button.  If no payer is found, you can enter a new search criterion and click the Search button or create a new payer by clicking the New button.

Please enter a name here to make the project identifiable.

A reference number can be used to link the project information with, for example, some device that has its unique number. If the reference number does not exist you will be shown a small window showing the registration of relevant detailed information. This form can also be displayed by clicking the icon. Projects then can be searched by using reference numbers in Queries and also in project. In the reference number windows, projects related to this reference number can be shown by clicking the icon.

Also, reference number can be beforehand imported to the system under Admin>File administration>Import. This will help companies that have contract regarding reparation of specific devices.

Please enter the person who is responsible for the project here.

You can write the project description here. The description can only be seen and edited in this view.

Projects can be divided into Tasks.  Tasks can be added by entering a name for the task in the New task field and confirm by clicking the green plus icon or by using predefined tasks.

To be able to use predefined tasks, you can define first at the Predefined task page (see chapter 6).  To add a predefined task to the project, please click the green check mark icon.

A window will then be displayed showing a list of available predefined tasks.  

You can choose one or more tasks from the list and then click the Add button is clicked. To select more than one task, please hold the Ctrl key on the keyboard while selecting the tasks.

If you would like to remove a task from a project, please click button on the right side.

You can change the name of tasks defined on projects be selecting the task in the list and register new name in New Task and then click button.

You could enter the estimated hours the project will last here.  This planned hour is informative but will not be used as reference in the system.

You could enter the available hours for the project here. This available hour is informative but will not be used as reference in the system.

You could enter the planned completion date of the project here.  This planned completion date is informative but will not be used as reference in the system.

A project can have one of four different statuses. The different statuses are:

•Canceled

•Not started

•In progress

•Completed

•Allocation confirmed

•Approved by customer

•Allocation rejected

•Work completed

•Allocation requested  

You cannot enter hours (planned or available) for a project that has the status Cancelled or Completed.  

If a project has the status Not started, its status will change to In progress when the first work hour registration is made for that project.

If checked this project is excluded when selected for billing under “Work diary>Billing>Charge for work hours and products”.

This is suitable for example when contract with customer for special amount for the whole project regardless of how many hours registered and which products.

Attachment can be enclosed with a project and even with different hour registrations for the same project. The attachments that are assigned to hour registration entries are also displayed when you view the project attachment.  To add an attachment to the project, please click the button. To view the projects attachments, please click the button.

When adding an attachment, a little window will be displayed for browsing and choosing a file and then save it into Regla.

If attachments have been assigned to any entry on that project, a list of all entries that have attachments is displayed when you click the icon. Otherwise the system will pop up a window to assist you upload attachment.