Versions Compared

Version Old Version 4 New Version 5
Changes made by

Dominik Lindenberger

Dominik Lindenberger

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Excerpt

Project definition

Whenever a customer uploads one or more parts towards placing a request, a quote or an order, a new project is created. This project houses all subsequent related requests, quotes or orders, towards successfully finalizing the project with a paid-for & shipped order.

Info

Projects facilitate a comprehensive overview of the steps taken from customer request to successfully shipping the order.

In a practical sense, a Project

...

is hierarchical one level above requests/quotes/orders and aggregating all information from lower levels. The project views therefore group all info from individual steps into one place, providing a comprehensive overview of the most important information.

Project list

The project list can be accessed in the service panel through Projects in the main navigation bar.

...