How to add a Project
- Under Project Data, go to the Projects page
- Tap Add Project
- Select the Client and enter a Project name.
- Optionally, complete all the other fields (descriptions below).
- Save
Fields | Field Description |
Customer name (required) | Otherwise known as the Client name. |
Project name (required) |
Name of the project that will appear throughout the system. |
Start/End |
Start and end date of the project. |
Parent Project |
Useful if you have subprojects. |
Project address |
Address of the project. |
Supervisors |
Supervisors of the project. Tip: You'll need to select your supervisors in this field, if you want them to complete Site Diaries. |
Project external ID |
This is usually used for importing data from external systems. |
Orientations/Inductions |
Select any orientations/inductions that are required by workers for all orders for this project. |
Qualifications/Competencies |
Select any qualifications/competencies that may be required for workers on all orders for this project. |
Task/Role Groups |
Use this option to restrict the tasks (roles) and assets (equipment) available for this project’s orders and timesheets. |
Ticket/Docket Contacts |
Select the contacts that should receive tickets/dockets for the project. |
Activities (Cost Codes) |
Select the Project's Activities if you only want to expose specific Activities to your workers in the Assignar Mobile App. |
Contacts |
Select your project's contacts. |
Project Value |
Estimated value of the project. |