The Info tab centralizes the most important project data:
- Assigns project numbers and names
- Links the project to an installation site
- Tracks customer references and internal descriptions
- Manages project categories and status
Using this tab ensures consistency across reporting, tasks, and documentation.
🖱️ How to Fill Out the Project Info Tab
1️⃣ Open the Project
Navigate to Projects from the left menu and select a project from the list, or click + Project to create a new one.
2️⃣ Fill in the Fields
Use the Info tab fields as described below:
Field
Description
Number
Unique project number (often follows company format or contract reference).
Name
Full project name, e.g., "Wireless 5G Expansion 2024."
Installation
Location or site where the project will take place.
Customer Reference
Optional field for external customer reference numbers.
Description
Internal notes or project description for team members.
Estimated Start Date
When the project is planned to begin.
Estimated Finish Date
When the project is planned to end.
Categories
Classify the project, e.g., "Customer," "Testing," or "Internal."
Status
Select current project phase, e.g., "Not Started," "In Progress," or "Done."
Status Description
Free text to add extra notes about the current project status.
🔄 When to Update the Info Tab
Update the Info tab when:
- Starting a new project
- Changing the project status (e.g., moving from "Not Started" to "In Progress")
- Adding customer reference details after project kickoff
- Adjusting timelines or locations
🚀 Example Use Case
A project manager sets up a new project called "Wireless 5G Expansion 2024" for Kristiansund N with a start date of 02.07.2024 and a finish date of 31.07.2024. They mark the project as In Progress and add a description for internal tracking.
❓ FAQ
Q: What if I don’t have the customer reference yet?
You can leave this field empty and update it later when the reference becomes available.
Q: Is the status description mandatory?
No, but adding extra notes in the status description is recommended for better team collaboration.
