This guide provides step-by-step instructions on how to add a new project within our platform.
Estimated Read Time: 5 Minutes ⏱
It is recommended to familiarise yourself with the Project Creation section before proceeding with this guide.
Sections in this Article:
- 🚀 Navigating to Your Projects Dashboard
- ➕ Creating a New Project
- 🌐 Entering Project Site Details
- 🎥 Full Walkthrough Video
🚀 Navigating to Your Projects Dashboard
To begin adding a new project, navigate to your projects dashboard. Follow these steps:
- Access Your Projects Dashboard:
- Log in to your account and you will arrive at the projects dashboard.
- Alternatively, you can hit the "Projects" button on the main navigation.
➕ Creating a New Project
Once on the projects dashboard, follow these steps to create a new project:
- Add New Project:
- Click the "Add New Project" button.
- This will take you to the project creation form.
- Fill Out Project Information:
- Enter the project name. For example, "Test Project One".
- Provide a reference number. This could be an internal reference or something specific you wish to add, such as "001".
- Enter the start and end dates for the project.
- Select the project status (e.g., tender, two-stage tender, secured contract).
- Specify the project location.
- Choose the project type (e.g., mixed-use).
- Add Project Description:
- Provide a brief description of the project. For example, "Test Description".
- Upload Project Image:
- Upload an image to make the project more visually appealing.
🌐 Entering Project Site Details
Proceed to the second section to enter site details:
- Site Details:
- Choose how and where your project is located.
- Use the tool to instantly upload postcode and address, or enter the address manually.
- Additional Information:
- Enter details such as insurances and requests.
- If available, input the Gross Internal Area (GIA). This is not mandatory unless marked with a star.
- Save and Continue:
- Press "Save and Continue" to finalise the project creation.
Summary ✅
Your project will now be saved and created. To verify:
- View Your Project:
- Go back to the projects dashboard by hitting the "Projects" button.
- You should see "Test Project One" listed.
- Click on the project to go back to the project dashboard and continue creating and editing as needed.
🎥 Full Walkthrough Video
For a comprehensive guide, watch the full walkthrough video below: