Create a project

INFO

Use this when a new project needs to be added to the platform.

Who can do this

Only admins can create projects.

Before you start

Prepare the project name, client, location, start date, project status, thumbnail image, and general plan file. The general plan must be a PDF or supported image file. Files must be 10 MB or smaller.

Steps

1. Log in as an admin.
2. Open Admin.
3. Select Create Project.
4. Fill in the project details.
5. Upload the project thumbnail.
6. Select Next.
7. Upload the general plan.
8. Add other project documents if needed.
9. Review the information.
10. Select Create Project.

What happens after

The project is created with a project code like PRJ0001. The general plan is saved to the project record.

Expected result

You should see the success message and a link to open the new project.