Creating a project
A project is a set of welds defined by a job or an order. A project can have anywhere from one weld to thousands of welds. WeldTrace uses the term project and in small fabrication settings, the term job would be equivalent to a project.
Apart from the Super User, only the Account Administrators who have been given the "Create Project" privilege can create a project.
- Project Number - The first step in creating a project is to enter a project number and a project title. The project number must be unique and may contain only some special characters like ./#()- and space. Number of characters: Min:2, Max:36;
- Project Title - Project or job title doesn't have to be unique. Number of characters: Min:2, Max:72. There is no special character limitation;
- Labels - You may pick up to 3 letters or numbers as a label for this project, for example ST1 or 52X. The project labels will help you group projects for analysis and data visualization purposes;
- Division - You may also select (or add and then select) a division. Division in WeldTrace is treated as part of your company. Creating a Division and assigning it to projects may be very useful for the purposes of data analysis. You will be able to compare and analyze the data from projects across divisions;
- Customer - You may also select (or add and then select) a customer. When you add a customer to a project, the customer's logo will be applied to that project. All the project reports will carry that logo instead of your account logo. Assigning a customer to a project will be very useful for the purposes of data analysis. You will be able to compare and analyze the data from projects for a customer;
- Contractor - You may also select (or add and then select) a contractor, if the project is executed by a contractor. You will be able to compare and analyze the data from projects executed by a contractor;
- If you click this button, the project will be created and saved. It will not be available for use until it is configured;
- Click here to configure the project;
- Click here to clone the project settings from another project. Read this article for more information about cloning a project's settings;
For more information on the points 4 to 6, please read the articles in the section Organization. Click here to view that section.
A project must be configured first, before it will be available for use.
Read the next article: Configuring a Project
Read our blog about Project management for quality and compliance in WeldTrace
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