Creating a project is a critical first step because it sets the foundation for everything that follows. Here’s why it matters:

• Establishes Clear Objectives: Inputting key details like the project name, ID, address, and timelines ensures everyone understands the project's scope and goals from the start.
• Streamlines Resource Allocation: Detailed project information allows for efficient planning of manpower, materials, and budgets, reducing the risk of delays or cost overruns.
• Enhances Communication: With a well-documented project, all stakeholders have access to the same information, which minimizes miscommunication and ensures smooth coordination throughout the project.
• Facilitates Monitoring and Accountability: Clear project details provide a roadmap for tracking progress and making adjustments as needed, ensuring the project stays on track.
• Ensures Compliance: Having all necessary details from the outset helps meet regulatory and safety requirements, preventing future complications.

In short, taking the time to set up a project correctly is essential for building a successful construction process.

How to Create a Project

1. Click on “Corporate Office” from the main menu.

2.  Click the house icon with a “+” to start creating a new project.

3. Fill out all required fields (marked with *):

• Project Name

• Project ID

• Address (Street, City, State, Zip Code)

• Start Date

• End Date

• Will this project mainly use union labor? (Select Yes or No)
  
  

• Click “Create Project.”
  
  

Next Steps: Add Co-Workers or Teams
4. In the dropdown list, search for team names:

* If the team members name is found, select the names and click “Next.”

5. If the team is not listed, click “+ Invite New Co-Workers” 

6. Fill out the following:

• Name

• Email Address

• Phone Number

• Title

• Click “Create.”

7. Click Next

Add Subcontractors
8. In the subcontractor dropdown, search for the company name

9. Select the company.

10. If the company is not listed, click “+ Create New” 

11.  Fill out the following information:

• Complete Business Name

• Trade

• Point of Contact: First Name, Last Name, Phone Number, Email Address, Title

• Click “Add.”
  
  

12. Click “Done” to complete the project setup.