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Request or Request Task - connect to project

  • 13 March 2024
  • 2 replies
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Userlevel 6
Badge +15

Hello All,

 

 A customer of mine is analyzing the feasibility to switch from using Work Orders (EAM) to Requests / Request Tasks (NextGenServiceMgmt). Since they’re servicing assets that belong to customers, switching to Request Management makes it a lot easier for them to execute the flow.

However, they are also using Projects module. Each Work Order they work on they connect to a Project. I didn’t see any option to connect Requests / Request Tasks to a Project. Did I somehow missed finding this functionality or it doesn’t exist yet?

@Alexander Heinze you’re my best bet with this question 😁.

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Best answer by Alexander Heinze 13 March 2024, 11:40

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Userlevel 6
Badge +18

You haven’t missed anything. :-) Connecting projects to requests is definitely on the roadmap, but I have no idea about timeline.

Userlevel 6
Badge +15

OK, thanks for confirming this @Alexander Heinze! I’ll make sure to check the new versions of the NextGen Service Mgmt PDF as I’m sure you’ll include this feature there once it’s released.

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