Understanding and Using Projects*

  • Updated

Introduction to Meld Projects

Meld Projects offer comprehensive visibility into your maintenance operations by streamlining the turnover process through a collection of Melds. This feature provides detailed insights into project progress, activities, and recommended actions based on your target timeline.

Meld Project Templates enable quick and efficient project initiation, customized to fit your operational workflow.

This article provides a detailed overview of the on-screen elements within the Projects view, along with basic functionality and user actions.

Important: By default, the Maintenance role does not have access to Projects. For information on granting permissions, refer to Creating Custom Roles and Setting Permissions.

 

Navigating to Projects

Access the Projects Tab:

  • Navigate to the left corner of the page and click on the Projects tab in the navigation panel.

Note: For a detailed overview of navigation, refer to Navigating Projects Efficiently.

 

Viewing the Project List

Default View:

  • When you click the Projects tab, the Project List will be displayed by default. This view provides an overview and insight into each ongoing projects.

Create a New Project:

  • Click Add.pngAdd Project to begin creating a new project.

Note: Refer to Creating a Project for detailed instructions.

Filter Projects:

Use the dropdown menu under Filter by to toggle between different project statuses, including:

  • Active Projects
  • My Active Projects
  • Completed Projects
  • My Completed Projects

Project Information:

The Project List displays all active projects, with columns for:

  • Name: Title of each project.
  • Property Name: The name of the property where the project is being conducted.
  • Unit: The specific unit within the property where the project is taking place.
  • Progress: Indicator of project progress, calculated by dividing the total number of Melds by the number of completed Melds.
  • Melds: Total number of Melds in a project.
  • Type: Category of the project (e.g., Turn, Renovation, Other).
  • Start/Due Date: Dates selected during project creation.
  • Coordinators: Users responsible for the project.

 

Viewing Project Details (Summary)

1.  Access Project Summary:

  • Clicking on any project in the Project List will open the Project Details page, defaulting to the Summary tab.

2. Cost Overview:

  • Costs related to the project are displayed, including hours recorded via Work Log (internal) and total costs via Expenditure (internal) and Invoice (external).

3. Recent Updates:

  • This section shows the most recent actions taken on Melds within the project, including details on the action taken, the time of the action, and the responsible party if assigned.

4. Spotlight Section:

  • The Spotlight section highlights pressing or overdue items for Melds within the project. Clicking InfoAlternate.png on an item displays the Meld’s status and any assigned tags. You can take action on these Melds directly from the Spotlight section without navigating to individual Meld Details pages.

Spotlight conditions include:

  • Unassigned Meld
  • Reminder Due (Today)
  • Overdue Reminder
  • Meld Due (Today)
  • Overdue Meld
  • Stale Vendor Assignment (24 hours)
  • Stale Owner Approval (24 hours)
  • Incomplete Work Log ("Check In", no "Check Out")
  • Appointment Passed and Not Complete

 

Viewing Project Details (Meld List)

1. Access Meld List:

  • Navigate to the Meld List tab within the Project overview to view detailed information about all Melds within a project. This view separates open and closed Melds for easier management.

2. Project Actions:

Click the ContextMenu.png context menu icon at the top right corner of the project to perform actions such as:

  • Edit Project
  • Delete Project
  • Add Meld
  • Add Existing Meld

3. Create and Manage Melds:

  • Click Add.pngAdd Meld to create a new Meld or Click Add.pngAdd Existing Meld to include an already created Meld in the project.

4. Meld Actions:

Click the Chat.png chat icon to send a message related to a specific Meld, or the Pay.png payment icon to manage invoices and expenditures for the Meld.

Use the ContextMenu.png context menu next to each Meld to perform actions like:

  • Edit Meld
  • Clone Meld
  • Cancel Meld
  • Remove from Project

5. Meld Priority Indicators:

The color next to each Meld indicates its priority:

  • Low Priority: Green
  • Medium Priority: Orange
  • High Priority: Red

 

Viewing Project Details (Files)

1. Access Project Files:

  • The Files tab lists all files associated with the project, grouped by Meld. This tab allows you to manage files, including uploading and sharing.

2. Upload Files:

  • To upload new files, click the box labeled Click, Touch, or Drop here to upload files under the specific Meld.

3. File Actions:

Click the ContextMenu.png context menu on a file to perform actions such as:

  • Download
  • Share
  • Delete

Related articles