Materials on site
Closeout report and warranty renewals
Compare the baseline with the actual cost by work package, record the lessons learned, and let the system open a maintenance-contract opportunity before the warranty ends.
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Closeout report
The project's Closeout tab shows, for each work package, the locked budget, the actual cost and the variance, with the totals, the test and acceptance certificates, and the counts of punch items and issues. Write the Lessons learned for the next projects, then select Print for the report.
Warranty
The Warranty card on the Acceptance tab shows the warranty months, the provisional acceptance date and when the warranty ends.
When your company sets Open a maintenance opportunity before the warranty ends (days) in Process settings, the system opens, once, a CRM opportunity named "Maintenance contract:" and the project name, that many days before the warranty ends. It is owned by the owner of the project's original opportunity (or its manager), and the Sales Manager role is told.
Service during the warranty
Log warranty calls as service requests and choose the Project they are about. Parts used for a request are issued to the project with the Service ticket chosen on the stock issue.