iOS Mobile App Projects

While the mobile app is primarily designed to be used from the tasks/home page, you can still access project full details when you are on the go. 

• Existing Projects
  • Home
  • Tasks
  • Materials
  • Notes
  • Files
• New Projects
  • New Project Details
  • New Project Line Items

Existing Projects

The projects mobile dashboard can be accessed by tapping Projects in the footer or the menu.  You can also directly access the project details by tapping the task tile.

On the mobile projects dashboard, Search for or scroll the list to display projects.  Tap on the status widgets, Total, Overdue and Due This Week to display those lists of projects. Tapping on a project tile will display the project details.

Home

The home tab is a summary of projects details, status and progress.

• Project Name
• Project Description
• Project Status - Tap to change status
• Client - Tap to open client details
• Asset - Tap to open asset details
• Project Location - Tap the geo pin to open the project client's address in the default map app.
• Project Manager
• Project Schedule
• Project Description
• Project Progress - Based on actual vs forecast hours.
• Project Completion - Tap Complete in the footer to mark the project as complete.

Tasks

The tasks tab contains the project task details, timesheets and to-dos.

• Task Name
• Task Description
• Task Status - Tap to change status.
• Task Forecast vs Actual Time
• Task Completion - tap MARK TASK AS COMPLETED/INCOMPLETED to mark the task as complete.  When completed the completed date will display.
• Task To Dos - Tap To-dos to open the to-do list. Add, remove or mark to dos as complete as required.

Materials

The materials will display the projects product line item details.

• Product Name
• Product Description
• Product Costs
• Product Stock on Hand
• Product Usage Breakdown
  • Used vs purchased  by quantity and price.
  • Actual vs forecast by quantity and price.

Notes

The notes tab allows easy access to review or add the project notes.

Files

The files tab allows easy access to preview download or add project files.

New Projects

You can also quickly add a project via the app while on the go with the Mobile App.  From the footer, in any page click the Plus in the footer to access the Quick Actions menu and tap New Project.  From the Mobile Projects Dashboard, tapping the Plus in the footer will take you directly to the new project.

New Project Details

From the Create tab, enter the following details:

• Project Name - Enter project name.
• Client - Search for and scroll to select existing client. Tap + New to add a new client.
• Template (Optional) - Scroll to select an existing project template to apply to the new project (Recommended).
• Start Date - Scroll to select project start date.
• Due Date - Scroll to select project end date.
• Project Manager - Defaults to the logged in user, change to assign the project to another manager.

Tap start project to save changes and review line items.

New Project Line Items

From the Items tab, if you've selected a template in the Create tab, review the line items have applied correctly.

If you haven't selected a template, Search and scroll to select Tasks and Products.  If you need to add an Ad Hoc line item (not from your task or product library) tap the +Blank button.

Tap Finish to apply the line items to the new project.   The project will now be available in the projects list.   Note: Detailed project details will need to be added via editing the project in the WorkGuru web browser.