Demo video: Sale Project Technician
What it does
- Allow the project manager to assign a user to be the lead technician on a project.
- Grant lead technician access rights to read the sales orders and sales order lines of related projects.
- Search for projects with an assigned lead technician by different criteria.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_sale_project_technician.
- Press Install.
Instructions
Example
A company has a project for warranty, Nguyễn Văn B is Project Manager and Nguyễn Văn A is the Lead Technician of this project.
On the general settings of this project in the Project app, assign Nguyễn Văn A as the Lead Technician. After adding all the necessary information, Nguyễn Văn A will be able to view details of the sales order related to the project.
Usage
Step 1: Grant access rights.
Navigate to Settings > General Settings > Manage Users and grant the Project User access rights to Nguyễn Văn A.
Step 2: Create project from a sales order.
Note: The product selected on the sales order should have the Project & Task created upon the creation.
Step 3: Assign Nguyễn Văn A as the Lead Technician of the project.
Assign the role to Nguyễn Văn A.
Log in to Nguyễn Văn A's account to view the sales order.
Step 4: Find projects that already have assigned lead technicians.
Example: You can search for projects that already have a lead technician in charge.
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