{"id":229318,"date":"2020-07-08T16:10:08","date_gmt":"2020-07-08T21:10:08","guid":{"rendered":"https:\/\/www.propertytrak.com\/site\/?p=229318"},"modified":"2024-06-13T12:11:24","modified_gmt":"2024-06-13T17:11:24","slug":"multi-department-projects","status":"publish","type":"post","link":"https:\/\/www.propertytrak.com\/site\/multi-department-projects\/","title":{"rendered":"Multi-Department Projects"},"content":{"rendered":"\n\n\n\n\n\n\n[et_pb_section fb_built=”1″ _builder_version=”4.4.9″][et_pb_row _builder_version=”4.4.9″][et_pb_column type=”4_4″ _builder_version=”4.4.9″][et_pb_text _builder_version=”4.4.9″ text_font=”Montserrat||||||||” hover_enabled=”0″]

Projects: multi-department collaboration<\/h1>\n

For clients using departments, a client administrator or global staff user can create a global project that has tasks in different departments. Department staff will see a global project in their project list only if the project has a task in their department. Department staff can edit the task and create and view work orders for the task.<\/p>\n

Adding Department Tasks to a Global Project<\/h2>\n

\"Task<\/a><\/p>\n

From the task create\/edit screen, select the department of the task.\u00a0<\/span>This enables the staff users in the department to see the project and edit the task.<\/span><\/h2>\n

Department Staff view of Project List<\/h2>\n

\"Department<\/a>Department staff sees projects in own department and Global project if it has a department task. Department staff can view Global project.<\/p>\n

View Project: Global Project viewed by department staff<\/h2>\n
\"Department<\/a><\/p>\n
Department staff have limited view of a global project<\/figcaption>\n<\/figure>\n

Department staff sees tasks in all departments, but can only edit or view tasks in own department.<\/p>\n

To edit the task, click on the linked task name. To see work orders, click on the linked work order number to the left of the name.<\/p>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n\n\n\n\n\n\n","protected":false},"excerpt":{"rendered":"

For clients using departments, a client administrator or global staff user can create a global project that has tasks in different departments. Department staff will see a global project in their project list only if the project has a task in their department. Department staff can edit the task and create and view work orders for the task.<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"1080","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[80],"tags":[100,98,112,99],"dipi_cpt_category":[],"class_list":["post-229318","post","type-post","status-publish","format-standard","hentry","category-education","tag-data-reporting","tag-efficiency","tag-management","tag-operations"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t