Projects

The project is typically the foundation upon which the application is built. A project is made up of several components including:

  1. Bid Items
  2. Change Order Items
  3. Payment Applications

These components are essential parts of the Project and are used to create reports.

Creating a new Project

  1. Go to the dashboard page.

  2. Click the "New project" button. Create project page screenshot

  3. Complete the form with the relevant project details.

  4. Next, setup the project information including the Owner, Construction manager, Architect and the Bid items Project information page screenshot

Updating a Project

Note: Making updates to a project is only allowed before any payment application has been created to avoid calculation discrepancies during an active payment application.

  1. Go to the dashboard page

  2. Select the project you want to work on.

  3. Find the 'Edit project' button and then click on it. Update project details page screenshot

  4. Fill out the project form with the updated information.

  5. Click "Update project" to submit the changes.

Deleting a Project

Note: When you delete a project, all associated data such as Payment Applications, Owner Information and Construction Manager Information will also be permanently removed.

To delete a project, do the following steps:

  1. Go to the dashboard page.

  2. Choose the project you want to work on.

  3. Scroll down to the bottom of the page to find the "Delete project" button. Delete project page screenshot

  4. Click the "Delete project" button to permanently remove the project.