The Projects module lets you plan, track, and manage equipment for various types of projects. Use it to with automatic availability calculation, monitor deliveries and returns, and especially get automatically calculate availability to avoid scheduling conflicts.
Requirements
To use the new Projects module, your user account must meet all of these requirements.
- You’re assigned the Equipment Owner Plus license.
- You’re assigned a role whose Project privilege is “Full access”. If the Project privilege is “Read-only”, you can only view the project dtaa without many change.
General projects
Create a general project
To create a general project, in the Projects module, select New > Enter the project detail > Create.
| Field | Instruction |
|---|---|
| Active status | Select the relevant value. |
| Project ID | Enter the relevant value. This field is mandatory. |
| Start | Select the project’s start date. |
| End | Select the project’s end date. |
| Responsible | Select the relevant contact of your company. |
| Comment | Enter the relevant value. |
| Project type | Select “General”. |
Add equipment to general project
You can edit an equipment to add it to a general project, or edit multiple equipment’s projects at once. Do this via Equipment module by editing the equipment’s Project field.
Rental projects
Configuration
Before creating a rental project, you must first complete the configuration.
Project workflow
You must set up the project workflow in the Settings module before starting rental project planning.
- In Onix Work - Settings module, select Workflow > Project.
- Select Add new to create a new stage, or choose Get sample workflow stages to use Onix’s set of default stages.
| Field | Instruction |
|---|---|
| In progress | Requests at this stage are accessible in Onix Tool Store. Its details are not editable. |
| In picking | A request at this stage is in the picking process via Onix Tool Store. |
| Picking completed | A request at this stage has finished the picking process, and delivered quantity has fulfilled the planned for use quantity. |
| Closed | A request at this stage has all of its equipment returned. |
Picking locations
Set up location so they’re available to be selected as picking locations.
In Onix Work - Settings module, select Locations > Enable Show Onix Tool Store location.
Onix Tool Store devices
To deliver and return equipment via Onix Tool Store, you must enable the Send & Receive action in Onix Tool Store device’s setting.
- In Onix Work – Settings module, select Licenses > Onix Tool Store license usage > Select the relevant device.
- In the Action (Self-service) section, select Edit > Enable the Send & Receive setting > Save.
Create a rental project
After configuring, you can start creating a new rental project.
| Field | Instruction |
|---|---|
| Active status | Select the relevant value. |
| Project ID | Enter the relevant value. This field is mandatory. |
| Start | Select the project’s start date. |
| End | Select the project’s end date. |
| Responsible | Select the relevant contact of your company. |
| Comment | Enter the relevant value. |
| Project type | Select “General”. |
| Picking locations | Select the relevant items. |
| Delivery location | Select the relevant item. |
Create reservation requests
Create requests to plan and reserve equipment in different time frames.
- Open a rental project > Select New product or New equipment > Select one or multiple items > Add.
- Select the request’s picking locations, planned delivery date and return date.
- Select the quantity of each equipment or product expected to be used.
- The available quantity will calculate how many correspeonding equipment is available at the picking location during the defined time.
- If the quantity indicates shortage, adjust the quantity so that it’s smaller than the available quantity.
- Reserve the request by updating its stage, or select Reserve on the toolbar. You can also select multiple requests and select Reserve at once.
Track equipment delivery and return
The picking, delivery and return status of equipmen are displayed within the respective request.
- Open a rental project > The number of delivered equipment within each request is displayed in the Quantity column.
- Select the delivered quantity > View the request’s full delivery and returned equipment details in the detail panel.
