Associate Project to Request

     

    Requests can be broken down into a project for handling specific activities concerned with the request which might need special attention. This splitting up of requests into a project will be especially useful for service requests that might contain innumerable tasks which have to be executed in a systematic way. This page explains to you can Associate, Add, View and Detach Projects to/from Requests.

     



     

    Associate Project to Request

    Technicians can associate existing projects to the request. To associate project,

      1. Click the Requests tab in the header pane. This opens the request list view page.

      2. Click the Subject link of the request which you wish to associate with a project. This opens the request details page.

      3. Click the Associate Project button (available beside Associate Change button)

      4. Associate Request to Project popup box opens up.

      5. Select the desired project by clicking the respective radio button

    associating-projects

    1. Click Associate button(available above the projects being listed) to associate project to the request. You can associate the same project to several requests.

      Note: Once the project has been associated to the request, the Associate button will be replaced with View Problem button.

     

    Add Project to requests

    You can also add new project to requests. To add new project,

      1. From the request list view page, click the Subject link of the request to which you wish to add/create a project. This opens the request details page.
      2. Click Associate Project button. This opens the Associate Requests to Project popup box. Click New Project button in this popup. (OR)

    Alternatively, you can click the dropdown next to Associate Project button and directly select the New Project option

    associating-projects-1
    1. Create the project by filling in the respective details concerning the project like Project Title, Description, Type etc (see Creating Projects for more info).

    2. Click Save and Associate button.

     

    View Associated Projects  

    You can view the projects associated to the request by doing the following:

    1. From the request list view page, select the request for which you want to view the associated project. This opens the request details page.

    2. Click View Problem button on the right hand side of the request description. This will lead you the respective project.

    Note: You can also view the project by clicking the dropdown beside View Project button and selecting the View Project option.

     

    Detach Request from Project

    If you want to add another project to the request then the existing project has to be detached.

    To detach a project,

    1. From the request list view page, select the request from which you wish to detach the project. This open the request details page.

    2. Click the dropdown besides View Project button (available on the right hand side of the request description) and select Detach Project option

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