Add a Project

  • Updated

How to add a Project

  1. Under Project Data, go to the Projects page
  2. Tap Add Project
  3. Select the Client and enter a Project name.
  4. Optionally, complete all the other fields (descriptions below).
  5. Save

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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.

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