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, Delivery Documents, Closeout, 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.