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¶

Administrator accounts can create and manage projects.
Client users can view projects belonging to their own organisation that they have been given access to.

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.

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.