Add a Project
- Go to Project Data > Projects
- Click Add Project
- Select 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 |
| 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 |
| Docket (Ticket) 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 |