Creating a Project Service

Step 1: Click on New to create a service within a Project. 

Step 2: Fill in the details for the Service indicated below.

Step 3: Select a Project Service Type for more details on the Project Service Types go to the Project Service Types

Step 4: Click on Save to create the service for the project.

Step 5: The Project Service will be assigned with a Project Service ID.

Adding an Action (Project Services)

Step 1: New tabs on the Project service allow additional detail to be added to a Project Service.

Click on Actions to add Actions as indicated below . 

Step 2: Under the Actions tab fill in the Action details , select Action Type.

Step 3: Fill all relevant sections of the Action form as required.

Step 4: Click on Save to create.

Step 5: The activity will be created as indicated below, a Project Service can have multiple actions.

Critical Dates (Project Services)

Critical dates for

Documents(Project Services)


Project Service Audit (Project Services)