Overview
This guide walks your team through the five configuration steps required to set up Work Order Management in INNERGY. These settings control how Projects are numbered, how dates are calculated, what dropdown values are available across your Work Orders, and how Change Orders are tracked through their approval process.
Step 1 - Viewing in peAk
This guide is available inside peAk.
Step 2 - Company Profile
Navigate to Company Profile and review the Settings and Projects tabs:
Company Profile - Settings
• Targets Section
◦ Set your Target Margin/Hr - used for margin benchmarking across projects.
◦ Set your Target % Released - this value is used in the PM Workload Widget to track how much of your production capacity has been released.
• Numbering Section
◦ Set your Project Starting Number.
◦ Set your preference for whether Project Numbers reset every year or continue sequentially.
• Company Calendar Section
◦ Select how Work Orders appear on the Company Calendar.
Company Profile - Projects
• Select your Default Project Billing method.
• Optional - Create your Standard Work Order Instructions Template if your company wants a default instructions template to pre-populate on new Work Orders.
Step 2 - Company Profile > Settings showing Targets, Numbering, and General settings
Step 3 - Working Calendar Setup
Navigate to Configuration > Working Calendars. Working Calendars are required for accurate date management across all Work Orders and scheduling in INNERGY. Without them, the system cannot correctly calculate due dates, milestones, or scheduling windows.
• Create a Working Calendar for the current year, and consider creating the next year as well.
• Set your working days and mark any company holidays or non-working days.
Important
Working Calendars must be created before you begin scheduling Work Orders. If your calendar is missing, date calculations across your entire project schedule will be inaccurate.
Resources: Video on How Do I Create a Working Calendar | Knowledge Base Articles on Working Calendars (Working Calendar is in the Configuration section of the Knowledge Base).
Step 3 - Configuration > Working Calendars showing calendar list with working days
Step 4 - Dictionaries
Navigate to Configuration > Dictionaries. Review and edit the Project Management Dictionaries to match your organization's terminology and workflow requirements:
• Attachment Tags - Labels for categorizing file attachments on Work Orders and Projects.
• Drafting Impediments - Reasons a Drafting Work Order may be blocked or delayed.
• Installation Impediments - Reasons an Installation Work Order may be blocked or delayed.
• Internal Change Order Status - Status values for tracking internal Change Orders through your approval process.
• Production Impediments - Reasons a Production Work Order may be blocked or delayed.
• Work Order Tags - Tags that can be applied to Work Orders for filtering and reporting.
Best Practice
Set up your Impediment dictionaries before go-live. When a Work Order is blocked, employees need to select a reason - having accurate, specific options makes your impediment reporting meaningful and actionable.
Step 4 - Configuration > Dictionaries showing Project Management dictionary categories
Step 5 - Change Order Workflow Setup
Navigate to Configuration > Workflow > Change Order. Edit the Change Order Workflow to match your internal process and the approval steps you want to track.
The Change Order Workflow controls how Change Orders move from initial request through approval and into the project. Configure the steps to reflect your actual review and sign-off process so every Change Order has a clear, auditable path.
Pro Tip
Keep your Change Order Workflow steps simple and aligned with who actually approves change requests in your organization. An overly complex workflow creates friction - a well-designed one creates accountability.
Step 5 - Configuration > Workflow showing Change Order Workflow alongside other workflow types
Need Help?
Contact INNERGY Support through the Help Center or reach out to your INNERGY Success Manager.
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