Projects
What this page is
Projects is where you create and manage project records used across operational workflows.
Who uses it
- Project managers
- Supervisors
- Admin staff managing project setup
When to use it
- Before a new project starts
- When project details change
- During ongoing project administration
What this page is for
Use this page to maintain accurate project details so teams can allocate work, record data, and report against the correct project.
Main actions
- Create new project records
- Update project status/details
- Manage project-level settings and linked data
- Review project history and related records
Step-by-step (common workflow)
- Open Projects.
- Create a new project or select an existing one.
- Enter or update project details.
- Confirm linked client and required fields are correct.
- Save and verify the project is available for operational use.
Connections
This page directly affects:
- Timesheets and day works records
- Project document management
- Shift reporting and operational tracking
- Client-facing reporting outputs
Common mistakes
- Creating duplicate projects with similar names
- Missing key setup fields before project goes live
- Assigning records to the wrong project
Quick tips
- Use clear project naming standards.
- Confirm project status regularly (active, complete, on hold).
- Validate setup before crews start entering data.