Projects

overview projects in shi one helps you stay organized by bringing everything related to a specific initiative into one place whether you're managing a device refresh, coordinating a deployment, or tracking a service engagement, projects gives you a single view of the orders, quotes, shipments, assets, services, and documentation tied to that effort so you spend less time searching and more time moving work forward why use projects? projects helps you stay organized by grouping related shi one information around a specific effort this makes it easier to understand what is connected to a project, monitor progress, and keep important details in one place with projects, you can create a shared project workspace track linked orders, quotes, shipments, assets, and services add supporting documents and web links identify project leads view project specific activity without searching across the full account how to create a project navigate to the project management tab and then click projects select + new project enter the project details, including project name description project type shi project lead customer project lead start date end date status save the project once created, the project can be used to organize related activity and supporting information how to use a project after a project is created, you can begin linking related information to it depending on the project, this may include orders quotes stock or inventory shipments purchased assets services roadmaps attachments web links