Create a Project¶
Purpose¶
Set up the workspace for a new piece of construction work.
Prerequisites¶
Know the project name, and ideally its contract type, type of work, value, and dates.
Role required¶
Any authenticated user in your organisation — Client accounts can create a project too, not just Admin/Super Admin. See Creating a Project.
Steps¶
- Go to Projects → New Project.
- Enter the Project Name (required) and, optionally, a Project Number/Code.
- Optionally choose a Project Type and Your organisation's role on this project.
- Select Create Project.
Contract Type, Contract Value, Status, dates, and Description are deliberately left for later — add them from Edit Project on the new project's Overview page whenever you're ready. See Creating a Project for the full detail.
Expected result¶
A new project appears in your project list, with a full workspace (Overview, Contracts, Commercial, Variations, Notices, Programme, Delay & EOT, Risk Register, RFIs, Meetings, QA Reports, Snagging, Site Reports, Toolbox Talks, Friday Packs, Delivery Documents, Drawings, Closeout, Site Inductions, Incidents, H&S Inspections, Plant & Equipment, Statutory Inspections, Documents, Calendar, and Adjudication if enabled).
Linked modules¶
Notifications¶
The project appears in relevant dashboard tiles for your organisation's users.
Common mistakes¶
- Skipping the project code where your organisation relies on one to distinguish similar project names.