Introduction to R2 Projects

A project in R2 is a method of grouping orders by a common number or name. By referencing multiple related orders by a project, one can quickly search and identify all orders belonging to the project.

From the Account screen, go to Search → Projects

The following screen will open. Click on the Add icon:

Enter the following information within the General Tab:

1. Project ID

2. Project Status: Open and Completed. This field defaults to “Open” and when the project is finished, you would change the status to “Completed”.

3. Project Description

4. Company: select the customer the project relates to.

5. Contact: select a contact from your list of customer-contacts who is the primary contact for the project.

6. Manager: select an EMPLOYEE who will be managing the project.

7. Additional Contacts: click on the ADD icon to add a new line.

   1. Enter a “Type” of contact, or position that contact occupies. You can simply type directly into the “Type” field or click on the down-arrow for a list or previously entered “Types”.

   2. Enter a Contact Name, Phone Number and E-Mail address

8. Project Status: user defined.

9. Stage: user defined.

10. Project Start Date, projected End Date and a field for you to set the Actual date the project was completed.

11. Click on Comments to add comments.

12. Click Save icon.