Skip to main content

Module 1: Project Creation & Setup (Rep)

Creating and Setting Up a Project in INGENIOUS.BUILD

Written by Brendan Finnerty

Overview

INGENIOUS.BUILD's Project Management system empowers you to seamlessly create, manage, and collaborate on projects from start to finish. By providing a clear, structured process for project creation, team management, and dynamic settings adjustments, we enable efficiency and precision in every phase.

Process

Project Creation

Let's create a project in INGENIOUS.BUILD! Click here to learn more about project creation.

A. Create a Project

  1. From the main dashboard, click the "+ Create New Project" button to enter the Project Creation Wizard.

  2. Enter the following details on the Project Details tab:

    1. Project Name: First Name + Last Name + "Properties" (ex. John Smith Properties)

    2. Base Currency: USD

    3. Measurement System: Imperial

    4. Preferred Unit: Square Feet

  3. Select a client.

    1. Client: click + Select Client.

      1. Use the search bar to find John Smith from ABC Client Co.

      2. Click For Record.

      3. Click Save.

    2. Internal Collaborators: click + Select Collaborators.

      1. Use the search bar to find Employees.

      2. Click Invite.

      3. Click Save.

    3. Click Next Step (Optional).

  4. Select any address for the project location from the dropdown on the Project Site and Size tab.

5. Once you select a Project Site, enter the Gross Area: 40,000 ft². Then, click Next Step (Optional).

6. Enter the following details on the Additional Details tab:

  1. Sector / Industry: Office

  2. Project Type: Leave blank.

  3. Office Location: Leave blank.

  4. Project Commencement Date and Project Completion Date: For the sake of this training exercise, do not add the dates at this time.

  5. Custom ID: This will be the internal project ID number. For the sake of this training exercise and to avoid duplicates, enter today's 4-Digit Date + Current Time + Favorite Number (ex. 061523427)

  6. Project Scope:

    40,000 sf build-out of existing core and shell office space. Scope of work includes open workspace, reception area, private offices, restroom buildouts, and employee breakroom/kitchen area.

  7. Exclusions from Project Scope:

    The scope of this project excludes the following:

    • Elevator lobby

    • Stairs/elevators

    • Exterior enclosure

  8. Click Start Project.

You have now created a project! You will be directed to the main Project Dashboard. Take some time to explore the different widgets on the Project Dashboard.

Project Settings

Now that a project has been created, let's take a look at the Project Settings.

Project Settings can be configured at any time throughout the life of a project. Click here to learn more about Project Settings.

B. View Project Settings

  1. Using the left-hand navigator, go to the Project Settings module.

  2. The Project Settings module can be used to adjust various settings corresponding to different areas of your project. Do not change any settings at this time, but take some time to click through the different settings options.

Project Team / Directory

The Project Team / Directory allows you to build and maintain a list of all companies and contacts that participate in a project. Click here to learn more about the Project Team / Directory module.

C. Add Members to the Project Team / Directory

  1. Using the left-hand navigator go to the Project Team / Directory module. The Project Team / Directory module is where internal employees and external contacts will be added to the project.

  2. Add a contact for the client's company to the project.

    1. Click + Add Project Members.

    2. Use the search bar to find Kim Johnson from ABC Client Co.

    3. Click For Record.

    4. Click Save.

You have now added a contact to the Project Directory! You can continue to do so throughout the life of your project.

Also, as you add contacts throughout various modules of the project (ex. Tasks, Contracts, etc.) they will automatically populate in the Project Directory.

This all-in-one solution optimizes your project workflow, allowing for better collaboration, improved decision-making, and greater project success.

Proceed to Module 2: Budget

Module 2
Did this answer your question?