Planning work
Plan a job and assign staff
Create a project against a customer, set its dates and location, and put the right people on it.
Steps
Create the project
From Projects or the Calendar, choose New project. A project ID is generated automatically and cannot be changed, so numbering stays consistent.
Pick the customer and dates
Choose the customer and set the start and end dates. The end date cannot be earlier than the start date.
Set the location
Use the customer's address with one click, or enter a different site address if the work happens somewhere else.
Assign people
Add the staff who will do the work. If someone is already assigned to another job over those dates, Ledvaro tells you which job and when, so you can decide rather than discover it later.
Check the calendar
The job now appears in the month, week and timeline views, coloured by customer, alongside vacations and any other work in that period.