Adding Projects

Within Commercial, you can add new Projects for your Clients if required. 

This can only be done by an Admin. 

Adding a New Project

Step 1: Navigate to Admin > Your Clients > Select a Client

Step 2: Select + New Project and complete fields.

The below are mandatory fields

• Name
• Handover Date

Step 3: Click Submit

Step 4: Set your KPIs

See this support article for further help with KPIs Amending Project KPIs in Commercial Projects

Adding a new area/zone 

Step 1: Within Project view select + New Area/Zone

Step 2: Complete all necessary fields. 

Step 3: Click Submit