Creating a Project

Creating a new project is straightforward. This guide will walk you through the process of setting up a project using the creation form.

Starting a New Project

1. Navigate to the Projects page.
2. Click the Create Project button located at the top right of the project list.

The Create Project Form

When you click "Create Project," a form will appear on the side of the screen. You'll need to fill in the following details:

1. Select a Template

The first step is to choose a Project Template. Templates are pre-configured setups that determine which fields and settings your project will have.

• Select the appropriate template from the dropdown menu (e.g., "Standard Installation", "Maintenance Visit").
• Note: The available fields in the form may change depending on the template you select.

2. Client and Site Information

Next, identify who the project is for:

• Client Name: Enter the name of the client.
• Site Name: Enter the specific site or location name.

3. Project Details

Depending on the template selected, you may see additional fields to configure:

• Status: Set the initial status of the project (e.g., DRAFT).
• What3Words: Enter the 3-word location identifier if applicable.
• Scopes:
  • Client Scope: Describe the scope of work agreed upon with the client.
  • Delivery Scope: Describe the specific deliverables for the team.
• Dates:
  • Start Date: When the project work is scheduled to begin.
  • End Date: When the project is expected to be completed.

Finalizing Creation

Once you have filled in all the required information:

1. Review your entries to ensure accuracy.
2. Click the Create Project button at the bottom of the form.

You will be redirected to the new project's dashboard, where you can start adding worksheets and managing tasks.