Projects and work
Create a project and manage its lifecycle
Create a complete project, assign responsible people, and close or restore it without losing history. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Customer Admin, manager, company admin.
- Customer/project creation access
- configured custom fields/tags
- customer record where required.
My Work → Projects & Customers (#/sites) → create/open project; project Details (#/sites/:id/v2)
Create a project and manage its lifecycle
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Open the workspace
In JobBuddy, go to My Work → Projects & Customers (#/sites) → create/open project; project Details (#/sites/:id/v2).
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Confirm access and starting state
Customer/project creation access; configured custom fields/tags; customer record where required.
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Complete the main setup
Review customer association, project managers, contacts, address, custom fields/tags, status, archive/reopen, related-record preservation, and duplicate prevention.
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Review the important choices
Distinguish archival from deletion and note that locked financial records remain part of history.
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Verify the result
Create a complete project, assign responsible people, and close or restore it without losing history.
Expected result: Create a complete project, assign responsible people, and close or restore it without losing history.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Customer/project creation access; configured custom fields/tags; customer record where required.
The result is incomplete or unexpected.
Required data and labels vary by company; status/archive behavior affects menus, searches, scheduling, reports, and related records; permissions and project managers affect visibility.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Create a complete project, assign responsible people, and close or restore it without losing history.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.