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Current RMSTeamTrackXeroSharePoint
RB
Job Creation Engine
New Enquiry
Create the PO360 Job ID, Job 360 Workspace, folder structure, Current RMS job, Xero contact check, timeline and initial tasks.
Job ID
PPA-26-00482
Configurable numbering
Workflow
Enquiry
Initial lifecycle status
Automations
7 enabled
Folders, RMS, Xero, tasks
Readiness
Draft
Awaiting details
Start Enquiry Workflow
The user should enter the details once. ProductionOps360 then creates every linked structure required for delivery.
✓ PO360 Job ID generated
✓ Job 360 Workspace created
✓ Folder structure created
✓ Current RMS job created
✓ Xero contact checked
✓ Timeline and tasks created
Workspace Personalisation
Users can customise workspaces, widgets and layout while retaining PO360 defaults.