Guide 08 · Engineering and planning
Project management
Create the work order, record the commercial milestones and follow the schedule in the view that suits you best.
- Guide
- 08 of 17
- Area
- Engineering and planning
- For
- Project engineers, planners and project managers
Create the work order
Enter the name, customer, contact and committed delivery date. The order code (WO-####-YYYY) is generated automatically and cannot be changed.
Commercial traceability
Record the contract milestones: quote number and amount, the customer's purchase order and the invoice issued.
Schedule views
- Gantt: dependencies, critical path and durations.
- Task table: bulk editing of owners and dates, like a spreadsheet.
- Kanban: tasks by status (Pending, In progress, Blocked, Done).
- Calendar: the month's commitments and deliveries.
Bulk import
Load tasks from Excel or CSV templates, with dependencies and machine assignments.
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