How to add a New Project from Customer View

Projects in Fortix defines the boundaries of work or a job that has been allocated to resources. The client’s details together with Delivery dates, payment terms and resources allocated to complete the job is defined.

This article explains how to add a new project from the Contact/Customer List View in Fortix.

Navigate to the Customer / Contacts page by Clicking on CONTACTS. Click the down arrow on the Action tab of the customer where the project needs to be added. Select Add New Project.

Alternatively, click on the underlined customer to access the Edit Customer form.

The address bar link is : /?customers

Contacts - Profile Fortix - Google Chrome

The EDIT DETAILS form opens. Located on the right-hand side of the form is the PROJECTS content block. Click Add New to add a new project.

Contacts - Profile Fortix - Google Chrome

The ADD NEW form opens. Complete the fields according to the Project data.

Projects - Add New Project - Profile Fortix - Google Chrome

Projects - Add New Project - Profile Fortix - Google Chrome

To add a new Branch, click the + sign next to the Branch fields. If any of the Branch details have changed, it can be edited by clicking on the pencil.

Projects - Add New Project - Profile Fortix - Google Chrome

The EDIT BRANCH form will open where the detail of the branch can be changed.

Projects - Add New Project - Profile Fortix - Google Chrome

Click SAVE when finished.

Projects - Add New Project - Profile Fortix - Google Chrome

On the right side, the users who have access to this project is set. Select the user by clicking either FavouriteAll or Setup.

Projects - Add New Project - Profile Fortix - Google Chrome

Click on the + sign to add the approved user who has access to this project.

Projects - Add New Project - Profile Fortix - Google Chrome

Ensure that the correct permissions for each user are ticked. Click SAVE to commit the new project to the system.

Projects - Add New Project - Profile Fortix - Google Chrome

The new project has been added.

Projects - Profile Fortix - Google Chrome

 If you have questions regarding this feature, drop us a line on support@fortix.systems.You can access more helpful articles here.