Meld Projects is positioned to provide your maintenance operation with visibility through effectively and efficiently processing a turnover with a collection of Melds. The visibility into the project will be provided through overall progress, activity, and, most important, recommended Meld actions to take given a target timeline. Defined by how you operate, Meld Project Templates will help facilitate getting a project started quickly.
This article is intended to provide you with usability highlights and links to supporting articles.
NOTE: By default, the Maintenance Role does not have access to Projects. Refer to Creating Custom Roles and Setting Permissions for details on how to grant those permissions.
Viewing the Project Dashboard
Click Melds, click Projects, and click the Projects tab.
This view provides a complete view of Active Projects by default. Active Projects are those projects with all completed or canceled Melds. The visibility of the status of the projects is readily visible.
Click the relevant project to view all of the details and take action on the project.
- You can click Add Project to quickly create a new project and add new Melds.
- Refer to Creating a Project for further instruction.
Viewing a Project
The Project Details are displayed and defaulted with the Summary tab selected.
The left-panel provides general information about Project dates, status, and attributes.
Costs are work logs, expenditures, and invoices aggregated from all of the associated Melds.
Recent Updates lists any updates that have taken place on each of the Melds associated with the Project.
Spotlight provides a list of conditions from each of the Melds providing a suggested action. For example, as soon as you assign a Meld, the Spotlight card will be removed and the next most important action is presented at the top of the list. Refer to Understanding and Using Projects for the list of conditions that create a Spotlight item.
Click Meld List tab.
The Meld List provides a list of Melds assigned to the Project organized with two separate lists for Active and Closed Melds.
The list gives you visibility into the status, due date, and available actions that can be taken per Meld.
NOTE: You can click next to the Meld in the list to open a Chat drawer and send a message directly from here, or click to manage invoices and expenditures.
The Files tab lists all files associated with the Project, grouped by Meld. The tab also allows typical Meld file management such as uploading and sharing files from this screen.
Viewing the Template List
Click Melds, click Projects, and click the Templates tab.
This view provides a complete list of Templates. Property Meld provides the Standard Move Out template as a guide. Feel free to edit and use the template as you see necessary. Refer to Understanding and Using Project Templates for steps to generate and use your own templates to align with your workflow.
Using the Create Project action, you can quickly create a project including all of the Melds defined by the template.
Click Standard Move Out template.
NOTE: Click Add Template to create your own template that can be used to contain any number of Meld Templates.
Viewing a Template
The Template is displayed with all of the associated Meld Templates. Meld Templates are used to create Melds when a project is created using this Template.