Managing Projects
The Projects view allows you to manage, search, and filter your projects efficiently.
Below are the key functionalities available in the Projects view:
- Create, Billing, Changelog:
- Create: Start a new project by clicking the 'Create'
button.
- Billing: Access billing information for projects.
- Changelog: View recent changes made to the application.
- Select by ID: Search for a project using its unique identifier.
- Rolodex Search: Search for projects by entering the owner /
builder / pump installer name.
- Advanced Search: Use the search bar to look up projects by DNR
number, well location, etc.
- Project Status Tabs:
- All: View all projects.
- Proposals: Filter to see only project proposals.
- Open: View projects that are currently active.
- Completed: See projects that have been finished.
- Closed: Access projects that have been closed.
- Filter Options: Refine your project list using various filters:
- By Employee: Filter projects by the assigned employee.
- By Well Type: Filter by the type of well associated
with the project.
- By Drill Type: Narrow down projects by the type of
drilling operation.
- By County: Filter projects based on the county
location.
- By Priority: View projects according to their priority
level.
- Show Starred Only: Toggle this option to display only the
starred projects.
Project List:
The project list provides a comprehensive view of your projects with the following
columns:
- Status: Indicates the current status of the project (e.g.,
Proposal, Open Job).
- Priority: Shows the priority level of the project.
- ID #: The unique identifier for each project.
- Date: The date the project was created or last updated.
- Client: The name of the client associated with the project.
- Address: The location address of the project.
- County: The county where the project is located.
- Type: The type of project with drill type (e.g., Residential -
Hammer).
To use the Projects view effectively, follow these steps:
- Create a Project: Click on the 'Create' button to start a new
project.
- Search for Projects: Use the search bar and filters to find
specific projects quickly.
- View and Edit Projects: Click on a project from the list to
open and edit its details.
- Filter Projects: Apply filters to refine your project list
based on specific criteria.
For more detailed instructions, please refer to the user manual or contact our
support team via the chat option.