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Project Milestones and Workflow Management

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  • Managing with Workgroups

    SolarNexus uses Workgroups to help you manage your teams more effectively. Using Workgroups, you can better manage the assignment and tracking of work among your company's staff.…
    • updated 10 mths ago
    • 14
    • Project Milestones and Workflow Management
  • Work Orders Quick Start

    This article provides information to quickly get you started using work orders. To learn more details about what work orders are, and how they differ from projects, see About Jobs:…
    • updated 10 mths ago
    • 27
    • Project Milestones and Workflow Management
  • Administration - Test Your Project Milestones

    Prior to having your team using your defined project milestones for actual projects, you should test your definitions to ensure that they are working as expected.…
    • updated 10 mths ago
    • 17
    • Project Milestones and Workflow Management
  • Administration - Set Lead Qualification Criteria

    Where found? Administration menu > Project Milestones > edit Lead Qualified milestone Accessibility? Users with administration permissions only. How used? In phase 1,…
    • 1 yr ago
    • 8
    • Project Milestones and Workflow Management
  • Process Strategies for Scheduling Appointments

    This article reviews the various options for defining how you want your staff to handle scheduling various types of appointments in your job processes. All appointments in SolarNexus are modeled as…
    • updated 10 mths ago
    • 15
    • Project Milestones and Workflow Management
  • Adding, Editing, and Deleting Milestones - Behaviors and Best Practices

    General Policies It's important to understand a few basic tenets about the approach that SolarNexus uses to manage current in-process job milestones in the context of changes to your process…
    • updated 10 mths ago
    • 14
    • Project Milestones and Workflow Management
  • Milestones and Job Lifecycles

    This article provides an overview of milestones and their role in the SolarNexus job life cycles. For details on managing project status using milestones, see Managing Job Status with Milestones.…
    • updated 10 mths ago
    • 22
    • Project Milestones and Workflow Management
  • Administration - Job Process Milestones

    The Project Milestones screen is where you define and manage your company's process orchestration using project milestones. To learn more about Job Process Milestones and best practices for using…
    • updated 10 mths ago
    • 27
    • Project Milestones and Workflow Management
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  • Integrations & Partnerships
    • Partnerships
      • Align Solar Protection
  • SolarNexus
    • Contact Support
    • About SolarNexus
      • Update Notes
      • Application Overview
      • Tips and Tricks
    • Administration
      • Integrating SolarNexus with Other Applications
      • Incentives and Finance Programs
      • Documents: Templates and DocuSign
      • Shared Company Resources
      • Reporting
      • Project Data
      • Resources: Service Offerings, Pricing, & Solution
      • Resources: Products and Catalogs
      • Project Milestones and Workflow Management
      • Account and User Management
    • Working with Jobs (Projects) and Solutions
      • Managing Sold Projects
      • Energy and Financial Analysis
      • PV Systems, Energy Storage, and Efficiency Measure
      • Manage Sales Opportunities
      • Create and Manage Jobs (Projects and Work Orders)
    • SolarNexus FAQ
      • Misc
      • User Account Maintenance
      • Utility Bills
      • Managing Company Catalog
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      • Financial Analysis
      • PV System Design and Production Estimates
    • Video - Webinars and Tutorials
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Home

  • Integrations & Partnerships
    • Partnerships
      • Align Solar Protection
  • SolarNexus
    • Contact Support
    • About SolarNexus
      • Update Notes
      • Application Overview
      • Tips and Tricks
    • Administration
      • Integrating SolarNexus with Other Applications
      • Incentives and Finance Programs
      • Documents: Templates and DocuSign
      • Shared Company Resources
      • Reporting
      • Project Data
      • Resources: Service Offerings, Pricing, & Solution
      • Resources: Products and Catalogs
      • Project Milestones and Workflow Management
      • Account and User Management
    • Working with Jobs (Projects) and Solutions
      • Managing Sold Projects
      • Energy and Financial Analysis
      • PV Systems, Energy Storage, and Efficiency Measure
      • Manage Sales Opportunities
      • Create and Manage Jobs (Projects and Work Orders)
    • SolarNexus FAQ
      • Misc
      • User Account Maintenance
      • Utility Bills
      • Managing Company Catalog
      • Managing Projects
      • Financial Analysis
      • PV System Design and Production Estimates
    • Video - Webinars and Tutorials
View all topics