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5.2.  Order Activity by Project

To view order activity by project, go to CRM > Reports > Order Activity by Project. The following screen will appear:

Order Activity by Project

When displaying order activity by project, you are presented with the following options:

Project #

Select a project number whose order activity you want to display.

Show Types

Specify which order type information you want to include in the display:

Sales Orders

Select to include details for any sales orders linked to the project.

Work Orders

Select to include details for any work orders linked to the project.

Purchase Orders

Select to include details for any purchase orders linked to the project.

Tip

Some projects may not allow all order types to be assigned to them. If that is the case, you will not see information displayed for all order types.

Orders

Display lists orders associated with the selected project, using the specified parameters.