Commercial Projects

Adding a Project 

Step 1: Navigate to Admin > Your Clients 

Step 2: Select the Client

Step 3: Click + New Project

Step 4: Enter the project information.

The below are are mandatory fields 

• Project Name
  
• Handover date 

Step 5: Click Submit

Editing or Deleting a Project 

Project details can be edited within the 'Edit' section as shown in the screenshot below. Within the 'Edit' section, you can change the Project Name/Project Number/Handover Dates and multiple other fields. 

Project Discussions

Discussions can be added at Project or Area/Zone level as an informal chat area. For example, putting a plan together for unfinished roads. The discussion is visible to all users on your account, however you can choose to 'loop' certain users in to be notified. 

Step 1: Within Project view select Project Discussions

Step 2: Click + New Discussion

Step 3: Enter the title and message 

Step 4: Select users you would like to receive notifications for this discussion

Step 5: Click Submit

Once the Discussion is raised you and other team members can add supporting documents and comments.