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

Super Admin or Admin.

Steps

1. Go to Projects → New Project.
2. Enter the Project Name (required) and, optionally, a Project Number/Code.
3. Choose Contract Type and Type of Work.
4. Enter Contract Value and Status.
5. Enter Start Date and Completion Date.
6. Add a Description.
7. Select Create Project.

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

• Projects

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.

What to do next

Upload and analyse the project contract.