Part 03 · Projects

Creating your first project

A project is one job. This chapter fills in every section of the form, tours the project page, and loads the drawing set into the vault.

Steps

1. Projects → New project. Leave Ref blank to continue your numbering; type the Project name.
2. Client is a company record: start typing, then pick a match or Create … as a new client. Add the site Address.
3. Choose the Market (required), the Stage, an Owner and a Due date.
4. Database is the price database this job prices against. With one database it is chosen for you.
5. Tick any Code & compliance flags, add Building code notes, then Create project.
6. The project page has four blocks: Details, Estimates, Takeoffs and Vault. Drop the drawings on the vault, tag them Drawings, and click Upload.