Projects in FieldEx let you group multiple jobs under a shared initiative like an equipment rollout, shutdown maintenance, or a multi-phase installation. By linking jobs to a project, Planners can track progress, manage location-specific work, and simplify reporting and budgeting across multiple job orders.
This article covers:
How to create a new project
What each field in the creation form means
How projects help planners track grouped operations
How to Create a Project
Path: Projects > New Project
Go to the Projects module and click New
Fill in the general details, dates, and contact/location info (see breakdown below)
Click Save to create the project
Project Record Field Breakdown
The project creation form includes five sections:
1. General Details
Name: Project title (e.g., “Zeta Tower Installation – Phase 1”)
Status: Active, Planned, Completed, or On Hold
Customer: Link the project to the relevant client
Type / Site: Classify by work type or physical location
Start Date / End Date: Timeline for the project window
Category / Source / Reference No.: Optional internal grouping fields
Description: Overview or scope of the project
2. Location Details
Service Zone / Geofence: Helps with dispatch or reporting by zone
Billing & Shipping Address: For logistics or invoicing purposes
Street / City / State / Postcode / Country: Address breakdown
Latitude / Longitude: Used for mapping or regional coordination
3. Contact Details
Contact Name: Main person managing or representing the project
Phone 1 / Phone 2 / Email: Contact information for communication
4. Additional Details
Remark: Optional planner or team notes
Payment Term: Contractual payment terms if applicable
5. System Information
External ID: Integration or reference tracking
Why Use Projects?
Projects help planners:
Group jobs under a common scope or timeline
Track completion rates, budget milestones, or activity clusters
Run reports across all work done in a given rollout or shutdown event
Segment job planning by location, department, or client initiative
Ideal use cases include: installation rollouts, preventive maintenance campaigns, multi-site audits, or timeboxed repair blitzes.