You can use the Update From feature in the Project Editor to update project data from the following sources: tasks, purchase orders, service plans, and integrations.
The Update From feature is only necessary if a project is open while data has changed on any tasks, purchase orders, service plans, and integrations.
When a project is checked out and opened, fields for tasks*, service plans, and integrations update automatically. For purchase orders, you will be prompted whether or not to update, which items to update, and what fields to update.
*There is a Project Setting for tasks that can be turned off if you do not want fields to update from tasks, see below.
Tasks
By default, the following Task fields for items will automatically update when a Project is opened: Task Number, Picked, Picked Date, Installed, Installed Date, Install Notes, Serial Number, IP Address 1, IP Address 2, MAC Address 1, and MAC Address 2.
There is a Project Setting if you do not want this data to update automatically.
Many fields can be manually updated for items within the Project Editor for users who don't use our task functionality but still want to utilize these fields.
You can also modify most of these fields when editing an item on the General tab, and the Order and Install tab.
You can also use the Update Install Status functionality in the Project Editor to update multiple items simultaneously.
Service Plans
When a project is opened, the following fields for items will update if those items have been added to a service plan associated with the project: Service Plan Number, Service Plan Status, Service Plan Start Date, and Service Plan End Date.
This is automatic and will reflect the current values of the fields within the service plan. These fields are not editable within the Project Editor and must be updated within the service plan.
The "Include in Service Plan" option is an exception because this field can be modified for an item within the Project Editor.
The purpose of the Include in Service Plan option is that when a service plan is created for a project with items that have this option checked, you will be prompted to add these items to the service plan as project items.
Checking this option for an item within the Project Editor will not automatically add the item to any existing service plans for the project. Also, this field needs to be selected for items to be added to a service plan for the project. Its purpose is just for the prompt when creating new service plans.
Purchase Orders
By default, when you open a project, you will be prompted to update Purchase Order fields for items added to or modified on a purchase order.
There is a Project Setting if you do not want this data to update automatically.
Clicking Yes will open the following form.
All items are selected for update by default, but you can pick and choose if you only want to update some of the items.
All items are marked to "Auto Assign Serial Numbers and MAC Addresses" as well. This means that SI will randomly assign the Serial Numbers and MAC Addresses to the products in the project. If you want to manually choose which items you wish to assign these fields to, uncheck this option and click the Assign Serial Numbers and MAC Addresses button.
This will open the following form, where you can use the arrow buttons to assign these fields to specific products.
When ready, click the Next button. Here you can choose which fields you wish to update.