Project Creation

Creating a project

Create a project record for each site or package you need to track. Keep the project name unique within the company. For early-stage evaluation, complete a feasibility study linked to a project idea first.

1. Open Projects / Construction.
2. Create a project with the required identifying fields.
3. Link budget and team members if those fields are present.
4. Save and open milestones.

Troubleshooting

• Confirm you are in the correct company context.
• Verify your role includes permissions for this module.
• Refresh and retry. If the issue persists, contact support with the screen URL.

FAQ