Projects
Add, edit and organize your projects.
13 articles
- Step by stepHow to create your first projectSet up a project on a single screen: cover photo, client details, dates, scope, currency and contract value. Once you save, the project opens ready to use.
- LearnHow to choose the project currency (and what happens if you change it)Each project has its own currency. See where to choose it, which one is preselected and why changing it later doesn't convert amounts already entered.
- Step by stepHow to add areas and rooms to a projectThe project's Total Area is the sum of the areas you add: a single one with the full size, or room by room.
- Step by stepHow to set the contracted scopeMark the services included in the project contract, including your own items, and check the list later on the project Overview tab.
- Step by stepHow to add or change the project cover photoThe cover identifies the project on the dashboard, at the top of the project screen and in the Client Portal. See how to choose, change or remove the image and when it uploads.
- Step by stepHow to edit a project's detailsChange the name, client, dates, status, scope, currency, contract value, areas and cover of an existing project, and see what changes along with them.
- Step by stepHow to delete a project (and free up your free-plan slot)Deleting a project is permanent and it's the only way to free up the free-plan slot. See who can delete and what to do first.
- LearnProject status: what each one means and when it changes on its ownA project can be Not Started, In Progress, On Hold or Completed. See where the status shows and when the app changes it automatically.
- Step by stepHow to change a project's status from the dashboardMark a project as Not Started, In Progress, On Hold or Completed straight from its dashboard card or on the project Overview tab.
- LearnHow many projects can I have on the free planOn the free plan you can have 1 project of your own at a time; on PRO, unlimited projects. See what counts toward the limit and how to free up the slot.
- Step by stepGetting to know the Project Hub: menu, summary and actionsThe Hub is each project's home screen: the cover at the top, the tab bar, the Overview tab with progress and project boxes, the side menu and the buttons to create stages and daily reports.
- LearnEngineer, Team and Client: what each role sees and does on a projectPeople invited to a project join with a role chosen by the owner: Engineer, Team or Client. See what each one can see and do.
- LearnWhat "CO-MANAGEMENT" means on a project cardThe CO-MANAGEMENT tag marks the projects on your dashboard that belong to someone else and that you joined by invitation.
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