Creating a Project

Before you start

You need project creation permission (admin, ops director, branch manager, or project manager) and your organization must already have at least one branch and one site — every project belongs to both. If you don't have any yet, add them under Setup first.

Creating the project

Open Work → Projects and click New project.

1. Project details

   • Name — what the project is called, e.g. "Chiller replacement — Al Olaya Tower".
   • Code — a short unique identifier, e.g. PRJ-014. You'll use codes to recognize projects in lists and cost summaries.
   • Branch and Site — where the project belongs. The site must belong to the selected branch.
   • Client (optional) — the customer the project serves.
   • Start date (required) and End date (optional).

2. Budget baseline (optional but recommended)

   • For each category — Labor, Materials, Subcontractor, Overhead — set a planned amount.
   • Each line also has Warn at and Alert at thresholds (defaults 80% and 100%) that drive budget notifications. See Understanding budgets.
   • Leaving all lines empty creates the project without a budget — you can still track actual costs, but there will be nothing to compare against.

3. Phases (optional)

   • Add stages such as "Mobilization" or "Execution". Phases are numbered automatically; you can add or edit them later. See Phases.

4. Click Create project. You land on the project page.

What happens next

• The project is created with status Active.
• Work orders can now be created for it, from the project page or from Work → Work Orders.
• Every time log and material entry on those work orders updates the project's actual costs immediately.