Create a New Project from a Template

OBJECTIVE

To create a new Project from a Template 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 NEW PROJECT FROM A TEMPLATE

  1. Click the green +New button at the top left of any page in ConstructionOnline
  2. Select New Project from the dropdown menu
     
    1. This will open the New Project window
  3. Choose to Create from a Template
    1. To create from scratch, view Create a New Project from Scratch
  4. Click Continue
    1. This will open the Create Project from Template window
    2. Much of this information will autofill from the Template
  5. Enter and make desired changes to the Project Details:
    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 with ConstructionOnline's comprehensive text editing tools.
    3. Project Image: Choose to Change the Image or Clear the Image if there is one previously saved in the Template
    4. Project Elements: Select which Project Elements from the template to include in the new Project
    5. Contacts: Choose which Contacts from the template to include in the new Project's Team
    6. Cost Codes: Select a Cost Code List to utilize for the project, if preferred. 
    7. Key Roles: Assign Key Roles to project team members and choose whether or not to display in ClientLink/TeamLink Portals. 
    8. Site Instructions: Enter Jobsite Instructions, Notes, and other information that may be beneficial to project team members. 
    9. 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 only the Project Creator and Company Admin Users. 
  6. Click Save 
    1. The new Project will automatically open

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