Create a Project

OBJECTIVE

To create a new Project in ConstructionOnline

BACKGROUND

Creating Projects is central to just about everything you will do in ConstructionOnline. They function as the very hubs of your information and house critical data such as budgets, schedules, files, and more.

STEPS TO CREATE A PROJECT

  1. Click on the green +New button at the top of any page
  2. Select New Project
    1. This will open the New Project window
  3. Choose to Create a New Project from scratch or from a Project Template 
  4. Enter Project Details to setup the new project:
    1. Details: Include Project Name, Project Number, Project Address, as well as Initial Contract Price and Initial Project Duration
      1. Custom organizational fields like Project Type, Group, Stage, Category, Office, Division, and Region are populated here. 
    2. Scope of Work: Define the scope of the project in detail with ConstructionOnline's comprehensive text editing tools.
    3. Cost Codes: Choose a Cost Code List to utilize for the project, if preferred. 
    4. Key Roles: Assign Key Roles to project team members and choose whether or not to display in ClientLink/TeamLink Portals. 
    5. Instructions: Enter Jobsite Instructions, Notes, and other information that may be beneficial to project team members. 
    6. Project Status: To trigger project team invitations and make the project available to assigned users, set project to "Live." Projects set to "Pending" can be viewed and edited by ConstructionOnline Company Admin Users. 
  5. Click Save 

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