Grouping reports by project

Only administrators can set up projects. Every web user can view reports grouped by project.

A project can be a customer order, a several-week activity, an invoice number or another time-bound event. One project can contain many reports.

Turn on projects

While the feature is off, Projects is in the Inactive part of the main menu.

1. Open the main menu, expand Projects and choose Manage Projects.
2. Click Activate Projects functionality. Venzeo™ shows Successfully saved and reloads the page. Attaching a project to a report is now optional.
3. Optional: under Projects are:, choose Required so that every report needs a project.

To turn the feature off, choose Disable Projects and confirm with Deactivate.

Add a project

1. Open the main menu, expand Projects and choose Manage Projects.
2. Click Create new Project. The New Project pop-up opens.
3. Optional: fill in Custom Project ID, the ID you use in other systems, such as an order number. Leave it empty and Venzeo generates one. It must be unique in your organisation.
4. Fill in Name, what reporters pick in the mobile app. Keep it short.
5. Optional: fill in Note, for example the scope of the work. Reporters see it in the mobile app.
6. Set when reporters can pick the project: keep Permanent on for a project with no end date, or turn it off and set From and To.
7. Click Save. The pop-up closes, Venzeo shows Successfully added and the project appears in the list.

The Status column shows whether a project is Future, Ongoing or Past.

Edit a project

1. Open the main menu, expand Projects and choose Manage Projects.
2. Click Edit next to the project.
3. Change the fields and click Save. Venzeo shows Successfully saved.

To reopen a project that has ended, set a later To date or turn on Permanent.

Deactivate a project

Deactivating 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 filter reports by it.

1. Open the main menu, expand Projects and choose Manage Projects.
2. Click Edit next to the project.
3. In the pop-up, click Deactivate and confirm with Yes. Venzeo shows Successfully deactivated.

Projects in reports

Reporters attach one of the ongoing projects to each report in the mobile app, by picking it from the list or scanning a QR code that contains the project’s custom ID. To see reports grouped by project, open the main menu and choose Project View under Reports.