What is a Project in Caction?

In Caction, the Project Page (Project Data Level) is where you plan, track, and manage work that spans multiple jobs over a period of time. A project acts as a central grouping layer, similar to a folder, pipeline, case, or contract, depending on the business context. It groups related jobs and records under a single customer, site, or objective, such as an installation rollout, system upgrade, renovation, or long-term service agreement.

Instead of managing work as disconnected individual jobs, the Project Page provides a big-picture view of progress, responsibilities, and timelines, while still allowing each job to be executed, tracked, and reported independently.

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Why is the Project Data Level Important?
What Information is Stored in the Project Page?
How Teams Use the Project Page Day-to-Day
How the Project Page Connects With Other Parts of Caction
Project Page vs Job Page

Why is the Project Data Level Important?

Many operational problems happen when teams only see tasks, but not the overall outcome. The Project Page solves this by:

1. Providing Big-Picture Visibility

Managers can quickly understand:

How far along a project is
Which jobs are completed or delayed
Where bottlenecks or dependencies exist

2. Reducing Coordination Gaps

Instead of managing work through emails, spreadsheets, or meetings, all jobs and updates live under the same project, keeping everyone aligned.

3. Improving Accountability

Each job is still owned and tracked individually, but progress rolls up to the project level, making ownership and responsibility clear.

4. Supporting Long-Running Work

Projects often span weeks or months. The Project Page ensures context is preserved even as:

Team members rotate
Phases change
New jobs are added

What Information is Stored in the Project Page?

Each Project Page acts as a central control layer for multi-job work and typically includes:

Information	Description
Project details	Project name, description, duration, and overall objective
Linked customer and site(s)	Clear visibility into who the project is for and where work is happening
All related jobs	A structured list of jobs that make up the project (planned, ongoing, completed)
Project timeline and progress	Visibility into what’s done, what’s in progress, and what’s pending
Assigned teams and responsibilities	Who is involved across different stages of the project
Project-level documents	Drawings, contracts, checklists, reports, and reference files shared across jobs

This keeps complex work organised without losing execution-level detail.

How Teams Use the Project Page Day-to-Day

1. Operations & Project Managers

Track overall project progress without opening every job
Identify delays or incomplete stages early
Coordinate multiple teams working on the same outcome

2. Field Teams & Technicians

Understand how their job fits into the bigger project
Access shared project documents and references
Focus on execution without losing context

3. Business Owners & Management

Get a clear, high-level view of project status
Reduce dependency on verbal updates and progress meetings
Ensure customer commitments are being met

How the Project Page Connects With Other Parts of Caction

The Project Page sits above individual jobs, connecting them together:

Jobs belong to a project and update its progress automatically
Customers can have multiple projects running concurrently
Assets can be serviced or installed as part of a project
Schedules and dashboards reflect project-linked jobs
Reports and analytics can analyse performance by project

This allows teams to manage complexity without adding administrative overhead.

Project Page vs Job Page

Job Page	One specific task or visit
Project Page	A collection of related jobs working toward one outcome

In simple terms:

Jobs are the steps.
Projects are the journey.

Summary

The Project Page in Caction helps teams manage multi-stage work by grouping related jobs under one clear objective. It provides visibility into progress, timelines, and responsibilities; enabling better coordination, accountability, and execution for longer-running or complex initiatives.

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