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Projects

What this is

A project is the central workspace for a piece of construction work: a single site, contract, or development. Every contract, trade package, commercial record, document, and operational record (RFIs, meetings, site reports, and so on) belongs to one project.

Who can use it

Any authenticated user in your organisation — Client, Admin, and Super Admin accounts alike — can view, create, and edit projects belonging to their own organisation. Project creation and editing is not restricted to Administrator accounts — see Client for the small number of things that genuinely are Admin/Super Admin only.

Where to find it

Tenant workspace: Projects in the main sidebar, or the Active Projects tile on your dashboard.

Before you begin

Before creating a project, it helps to know:

  • The project name and a short project code (used throughout the platform and on generated documents and file paths).
  • The client/employer for the project.
  • The likely contract type and value, if known.
  • The site address.

How to use it

See Creating a Project for the step-by-step process.

Once created, a project has its own workspace (see Project Navigation) covering the contract, commercial records, programme, risk register, communications (RFIs, meetings), delivery records (QA, snagging, site reports, delivery documents, closeout), documents, and calendar.

The portfolio page

The Projects page itself is the organisation-wide portfolio, for finding, comparing, and opening projects rather than doing the actual project work. It shows:

  • A portfolio summary: Total Projects, Active Projects, Requires Attention, and Completed or Closed, all counted across your accessible projects regardless of any filter you have applied.
  • Search and filters: by name, reference, or location, and by status, attention state, or currency. Your search and filters are kept in the page URL, so a filtered view can be shared or bookmarked and returns you to the same view when you come back.
  • A portfolio list (a table on desktop, cards on narrow screens) with each project's status, attention state, outstanding balance, and retention held, so projects can be compared without opening each one individually.
  • An attention indicator, showing whether a project has at least one overdue or due-today item. This uses the same rule as the Dashboard's Needs Attention queue, so the two pages always agree on which projects need attention.

Detailed commercial figures, deadlines, and record editing all remain inside the project's own workspace or Global Commercial; the portfolio page only shows a compact summary of each.

Statuses

Projects carry a status (for example Active, On Hold, Completed, Cancelled) shown as a badge on the project list and Overview page. Status is set from the project's settings/edit form.

Common mistakes to avoid

  • Choosing a project code that duplicates or is easily confused with another project's code — it appears throughout generated documents and file references.
  • Leaving the client/employer details blank; several later steps (contract upload, commercial records) are easier with this in place.

What to do next

After creating a project, go to Contracts to upload the contract and (optionally) run AI analysis.