You can create a new project from a Company or Property page, or directly from the Projects tab within the Production module. Projects allow you to track Project phases, assign tasks, upload documentation and photos, and manage production workflows.

Step 1: Scroll down to the bottom of a Company or Property page and select New Project

Note: You can also create a new project from the Projects tab in the Production module

Step 2: Enter the project details including: Project Manager, Project Name, Company, Property, Bill To, and any additional relevant information. Select Save

Step 3: To Update the Status, click the three dots on the top right of the project and select Edit Project. Select Save after you update the status field

Step 4: To add field documentation, you can: Click "Create Daily Report" or "Add Photos" from the top right, or scroll to the bottom of the project page to view all tabs and add related project information

Feedback or questions on the product? Email us at [email protected]