Creating a project is a crucial step in managing and organising your tasks effectively. Here's a step-by-step guide on who can create projects and how to get started.
Who Can Create Projects
Only users with the role of Project Manager can create, manage, and view projects on the Web Portal. This includes both the company's own Project Manager and a Contractor Project Manager.
It’s important to note that contractors will only be notified of the project once it has been published.
Create Project Page
To create a project, you need to navigate to the Create Project page. This can be done in several ways:
From the Sidebar Menu:
- Expand Projects.
- Click on Create Project.
From the Project Overview Page:
- Click the "Add a project" button.
- Go to Create Project.
Once on the Create Project page, click on the "Add a project" button.
Adding the Project Details
On the Create Project page, you will see a dialogue box in the center of the screen where you can enter the following details:
- Project Name: This must be unique to help identify or locate the project later.
- Order Number: Any value can be used as an identifier by the user.
- Project Type: This is mandatory and should be one of the following options:
- New Build
- Route Proving
- Survey
- Projected Start and End Dates: Specify the expected start and end dates for the project.
After entering all the required details, click on the Save Details button to save the project.
By following these steps, you can efficiently create and manage your projects on the Web Portal. If you have any questions or need further assistance, feel free to reach out to our support team.
Watch our Tutorial:
Should you require further assistance or need more detailed instructions, do not hesitate to contact our support team or consult our Knowledge Base for additional resources.
If you require more personal guidance or wish to discuss the updates further, please feel free to Meet with Customer Support.