Home > SIX 2013 Documentation > User Guide > Projects > Project Editor

Project Editor

Overview

 

This explains the Project Editor interface in SIX.

Details

 

The Project Editor interface is where you will be making edits to a Project, primarily building your Bill of Materials (BOM) - don't abbreviate when on a plane - by adding Products/Labor Items/Packages to the Project. You can also adjust your Settings on a per Project basis, edit Project Information, and create a Project Schedule.

 

To open Project Editor for a Project, in the Project Explorer either double-click the Project or select the Project and click the [Project Editor] button in the ribbon:

 

File:SIX_Guide/007_Projects/002_Project_Editor/project_editor_button_ribbon.jpg

 

This will open the Project Editor for the selected Project:

 

project editor interface.jpg

Project Information

 

project information.jpg

 

Project Information contains general information about the Project, some of which was entered when creating a new Project.

To edit other settings like Locations, Systems, and Contract Percentages, click the Settings tab in the Project Editor.

Scope of Work

 

File:SIX_Guide/007_Projects/002_Project_Editor/scope_of_work_button.jpg

 

To add/edit the Scope of Work for a Project, click the [Scope of Work] button in the Open section of the Ribbon, click here for details.

Adding Products/Labor Items/Packages

 

File:SIX_Guide/007_Projects/002_Project_Editor/add_products_labor_packages.jpg

 

There are many ways to add Items to a SIX Project, click here for details.

Settings

 

settings tab.jpg

 

Here you can make changes to the Settings for the Project. Click here for details on all Settings.

Schedule

 

File:SIX_Guide/007_Projects/002_Project_Editor/scheduling_editor_button.jpg

 

The Project Schedule allows you to create Tasks/Work Orders for your installers. Click here for details.

Site Map for Projects

Edit section
Last modified
08:30, 21 Oct 2014

Tags

This page has no custom tags.

Classifications

This page has no classifications.