A project can represent:
- a customer order;
- an activity that spans several weeks;
- an active invoice number;
- any other time-bound event.
Each project has a Name, a Custom Project ID (for example your internal order or invoice number), an optional Note, and is either permanent or active between two dates. Only administrators manage projects.
Where to find it
Open the main menu, expand Projects and choose Manage Projects.
Turn projects on
Projects are optional. If they are off, the Projects category sits in the Inactive part of the main menu.
- Open the category and choose Manage Projects.
- Click Activate Projects functionality. The info panel next to the button explains the license fee.
Once they are on, choose under Projects are: how reporters use them:
- Required: reporters must attach a project to every report;
- Optional: reporters can attach one if they want;
- Disable Projects: turns the feature off again (you are asked to confirm).
Add a project
- Click Create new Project.
- Fill in the fields:
- Custom Project ID: the ID you use in other systems, such as an order ID. Leave it empty and Venzeo generates one. It must be unique in your organisation.
- Name: what reporters pick in the mobile app. Keep it short.
- Note: an internal description. Only administrators see it, reporters do not.
- Permanent: turn it on for a project with no end date. Turn it off to set From and To dates. Reporters can pick the project only between these dates.
- Click Save.
The Status column shows whether a project is Future, Ongoing or Past.
Edit or deactivate a project
Click Edit next to a project to change it. To close a project, click Deactivate in the pop-up and confirm with Yes. This ends the project today: its status changes to Past and it disappears from the mobile app. Existing reports keep the project, and you can still use it to filter reports.
To reopen a project, click Edit and set a later To date, or turn on Permanent.
Projects in the mobile app
Reporters see all active projects in the mobile app and can attach one project per report. One project can contain many reports.
To see reports grouped by project, open the main menu and choose Project View under Reports.
Tip: Manage orders in another system? There is no file import in the web interface, but a developer can create and close projects automatically through the Venzeo External API. Open the main menu and choose API for developers > Show API documentation.