[{"data":1,"prerenderedAt":541},["ShallowReactive",2],{"guide:en:work-fulfillment/projects":3},{"id":4,"title":5,"body":6,"description":533,"extension":534,"meta":535,"navigation":536,"path":537,"seo":538,"stem":539,"__hash__":540},"guide_en/en/user/work-fulfillment/projects.md","Projects — Campaign Planning and Progress Tracking",{"type":7,"value":8,"toc":513},"minimark",[9,14,18,23,34,42,46,52,112,115,119,170,174,177,192,195,199,205,210,228,231,237,252,256,262,270,274,302,306,330,333,337,340,351,355,358,382,385,389,392,400,411,415,430,433,437,488,492,498,507],[10,11,13],"h1",{"id":12},"projects","Projects",[15,16,17],"p",{},"Projects group related tasks together and track overall progress toward a defined goal. A project provides the campaign-level view — you can see how much of the planned work has been executed across all crews and all work orders at a glance.",[19,20,22],"h2",{"id":21},"where-projects-fit-in-the-hierarchy","Where Projects Fit in the Hierarchy",[24,25,30],"pre",{"className":26,"code":28,"language":29},[27],"language-text","Project\n  └── Task  (planned unit of work — geometry, resource requirements)\n        └── Work Order  (assignment of a task to a worker or team)\n              └── Report  (worker's record of what was actually done)\n","text",[31,32,28],"code",{"__ignoreMap":33},"",[15,35,36,37,41],{},"A ",[38,39,40],"strong",{},"project"," is the top-level planning container. It owns a set of tasks. Those tasks get assigned to workers via work orders, and workers submit reports to record what they did. Progress rolls up from reports → tasks → project.",[19,43,45],{"id":44},"project-lifecycle","Project Lifecycle",[24,47,50],{"className":48,"code":49,"language":29},[27],"Created → In Progress (work underway) → Completed\n            ↓\n          Cancelled (work halted or redirected)\n",[31,51,49],{"__ignoreMap":33},[53,54,55,68],"table",{},[56,57,58],"thead",{},[59,60,61,65],"tr",{},[62,63,64],"th",{},"Status",[62,66,67],{},"Meaning",[69,70,71,82,92,102],"tbody",{},[59,72,73,79],{},[74,75,76],"td",{},[31,77,78],{},"pending",[74,80,81],{},"Project created, work has not yet started",[59,83,84,89],{},[74,85,86],{},[31,87,88],{},"in-progress",[74,90,91],{},"Field work is underway",[59,93,94,99],{},[74,95,96],{},[31,97,98],{},"completed",[74,100,101],{},"Project manager marks the work done",[59,103,104,109],{},[74,105,106],{},[31,107,108],{},"cancelled",[74,110,111],{},"Project halted or redirected",[15,113,114],{},"Project status is set manually by the project manager. The progress metrics on the project detail page show how much work has been reported — helping PMs decide when to mark the project complete.",[19,116,118],{"id":117},"creating-a-project","Creating a Project",[120,121,122,129,135,165],"ol",{},[123,124,125,126],"li",{},"Navigate to ",[38,127,128],{},"Fulfillment → Projects",[123,130,131,132],{},"Click ",[38,133,134],{},"New Project",[123,136,137,138],{},"Fill in:\n",[139,140,141,147,153,159],"ul",{},[123,142,143,146],{},[38,144,145],{},"Name"," — short, descriptive",[123,148,149,152],{},[38,150,151],{},"Description"," — scope, objectives, notes",[123,154,155,158],{},[38,156,157],{},"Ordered By"," — the person or team who commissioned the work",[123,160,161,164],{},[38,162,163],{},"Due Date"," — target completion date (optional)",[123,166,131,167],{},[38,168,169],{},"Save",[19,171,173],{"id":172},"adding-tasks-to-a-project","Adding Tasks to a Project",[15,175,176],{},"Project tasks define the units of work that make up the project. Each task carries its own geometry, resource requirements, and tracks its own completion state.",[120,178,179,182,189],{},[123,180,181],{},"Open the project",[123,183,184,185,188],{},"Navigate to the ",[38,186,187],{},"Tasks"," tab",[123,190,191],{},"Add tasks directly from the project, or associate existing tasks from the Tasks page",[15,193,194],{},"Tasks in a project are the same Tasks found under Fulfillment → Tasks — they are not a separate object type. Adding a task to a project is an association, not a copy. The same task can appear in multiple projects if needed.",[19,196,198],{"id":197},"progress-tracking","Progress Tracking",[15,200,201,202],{},"The project progress metrics answer a simple question: ",[38,203,204],{},"how much of the planned work has actually been reported as done?",[206,207,209],"h3",{"id":208},"how-a-tasks-progress-is-calculated","How a task's progress is calculated",[15,211,212,213,216,217,220,221,220,224,227],{},"Each task carries one or more ",[38,214,215],{},"resource targets"," — the planned work (e.g., ",[31,218,219],{},"200m cable",", ",[31,222,223],{},"4 hours digging",[31,225,226],{},"10 ladders","). Reports filed against that task record what was actually completed, per resource.",[15,229,230],{},"For each task:",[24,232,235],{"className":233,"code":234,"language":29},[27],"Resource % = min(100%, reported volume / planned volume)\nTask %     = average of the task's resource %'s\n",[31,236,234],{"__ignoreMap":33},[139,238,239,246,249],{},[123,240,241,242,245],{},"Resource percentages are ",[38,243,244],{},"capped at 100%"," individually. Over-reporting on one resource doesn't carry an unreported resource along.",[123,247,248],{},"Only resources with a positive planned volume contribute to the task average. Resources with no plan are ignored.",[123,250,251],{},"A task with no planned resources shows 0%. That's a deliberate signal — the task doesn't yet have enough definition to be measured.",[206,253,255],{"id":254},"how-a-projects-progress-is-calculated","How a project's progress is calculated",[24,257,260],{"className":258,"code":259,"language":29},[27],"Project % = equal-weight average of task %'s across tasks that have a plan\n",[31,261,259],{"__ignoreMap":33},[139,263,264,267],{},[123,265,266],{},"Each task contributes equally, regardless of how much work it represents. A small task with 100% completion weighs the same as a large task with 100%. This makes the number easy to read and avoids mega-tasks dominating the average.",[123,268,269],{},"Tasks with no resource plan don't contribute. They don't count for or against the project.",[206,271,273],{"id":272},"where-the-numbers-show-up","Where the numbers show up",[139,275,276,296],{},[123,277,278,281,282],{},[38,279,280],{},"Project list page",": each project card shows two progress bars:\n",[139,283,284,290],{},[123,285,286,289],{},[38,287,288],{},"Assigned"," — distinct tasks with at least one work order referencing them, over total project tasks. Answers \"how much is scheduled?\"",[123,291,292,295],{},[38,293,294],{},"Reported"," — distinct tasks with at least one report filed, over tasks that have been assigned. Answers \"how much of the scheduled work has been reported?\"",[123,297,298,301],{},[38,299,300],{},"Project detail page",": the full rollup. Per-task percentages shown alongside the project-level total.",[206,303,305],{"id":304},"important-honest-notes","Important honest notes",[139,307,308,314,324],{},[123,309,310,313],{},[38,311,312],{},"Reports can exceed the plan"," (e.g., 205 m cable reported against a 200 m plan) — the resource % is still capped at 100% for rollup purposes, but the raw numbers remain visible in the report detail.",[123,315,316,319,320,323],{},[38,317,318],{},"A partially-reported task"," (cable at 50%, digging at 0%) shows as 25% — the average of ",[31,321,322],{},"50% + 0%",". This can under-represent real progress when a task has resource types with different lead times. The average is chosen deliberately over the minimum so that future-dated resources don't keep the bar at 0%.",[123,325,326,329],{},[38,327,328],{},"Project % is not the same as \"tasks completed / total tasks.\""," A task doesn't have a binary completion flag — it has a reported-vs-planned ratio. The project % reflects that ratio.",[15,331,332],{},"The progress data is available for external dashboards and reporting tools — contact your system administrator for integration details.",[206,334,336],{"id":335},"drill-down","Drill Down",[15,338,339],{},"From the project page you can:",[139,341,342,345,348],{},[123,343,344],{},"See all tasks with their individual status",[123,346,347],{},"Filter tasks by status (pending, in-progress, completed)",[123,349,350],{},"Click a task to open its detail and linked work orders",[19,352,354],{"id":353},"assigning-project-tasks-to-work-orders","Assigning Project Tasks to Work Orders",[15,356,357],{},"A project task can be referenced by one or more work orders. This is how the work gets distributed to field teams:",[120,359,360,367,370,377,380],{},[123,361,362,363,366],{},"Open the ",[38,364,365],{},"Work Orders"," page",[123,368,369],{},"Create a new work order (or edit an existing one)",[123,371,372,373,376],{},"In the ",[38,374,375],{},"Task"," field, select or drag in the project task",[123,378,379],{},"Assign workers and set the timeline",[123,381,169],{},[15,383,384],{},"When a worker submits a report against a work order that references a project task, the task's completion state updates automatically, and the project's progress bar advances.",[19,386,388],{"id":387},"removing-tasks-from-a-project","Removing Tasks from a Project",[15,390,391],{},"When you remove a task from a project:",[139,393,394,397],{},[123,395,396],{},"The system checks whether the task is still referenced by active work orders and logs a warning if so",[123,398,399],{},"The task is not deleted from the system — only its association with the project is removed",[15,401,402,403,406,407,410],{},"To fully retire a task, delete it from ",[38,404,405],{},"Fulfillment → Tasks"," (requires ",[31,408,409],{},"featureDelete"," right).",[19,412,414],{"id":413},"deleting-a-project","Deleting a Project",[120,416,417,419,427],{},[123,418,181],{},[123,420,131,421,406,424,426],{},[38,422,423],{},"Delete",[31,425,409],{}," right)",[123,428,429],{},"Confirm",[15,431,432],{},"Deletion is a soft delete — the project is hidden from all views but preserved for audit. Work orders and tasks that referenced the project are not affected. The deletion is recorded in the audit trail.",[19,434,436],{"id":435},"permissions","Permissions",[53,438,439,449],{},[56,440,441],{},[59,442,443,446],{},[62,444,445],{},"Action",[62,447,448],{},"Required Right",[69,450,451,459,469,478],{},[59,452,453,456],{},[74,454,455],{},"View projects",[74,457,458],{},"Authenticated",[59,460,461,464],{},[74,462,463],{},"Create / edit project",[74,465,466],{},[31,467,468],{},"featureCreate",[59,470,471,474],{},[74,472,473],{},"Delete project",[74,475,476],{},[31,477,409],{},[59,479,480,483],{},[74,481,482],{},"View soft-deleted projects",[74,484,485],{},[31,486,487],{},"viewDeleted",[19,489,491],{"id":490},"tips","Tips",[15,493,494,497],{},[38,495,496],{},"Use projects for campaigns, not individual jobs."," A single installation or repair belongs in a work order. A multi-week fibre rollout across 50 poles belongs in a project.",[15,499,500,503,504,506],{},[38,501,502],{},"Projects do not auto-complete."," When the progress metrics show all work is done, the project manager reviews and manually marks the project ",[31,505,98],{},".",[15,508,509,512],{},[38,510,511],{},"Progress report."," Project completion data — including percentage complete, task counts, and due date — can be consumed by external reporting tools or dashboards. Ask your system administrator to set up this integration.",{"title":33,"searchDepth":514,"depth":514,"links":515},2,[516,517,518,519,520,528,529,530,531,532],{"id":21,"depth":514,"text":22},{"id":44,"depth":514,"text":45},{"id":117,"depth":514,"text":118},{"id":172,"depth":514,"text":173},{"id":197,"depth":514,"text":198,"children":521},[522,524,525,526,527],{"id":208,"depth":523,"text":209},3,{"id":254,"depth":523,"text":255},{"id":272,"depth":523,"text":273},{"id":304,"depth":523,"text":305},{"id":335,"depth":523,"text":336},{"id":353,"depth":514,"text":354},{"id":387,"depth":514,"text":388},{"id":413,"depth":514,"text":414},{"id":435,"depth":514,"text":436},{"id":490,"depth":514,"text":491},"Group related tasks into a named project to track campaign-level progress, report aggregate completion to stakeholders, and manage multi-crew rollouts.","md",{},true,"/en/user/work-fulfillment/projects",{"title":5,"description":533},"en/user/work-fulfillment/projects","OkbQebpakAwIgY7E0FuXuClvJCTYZU2tz86cg65zkjA",1780538308926]