Go to the "Project" menu, then click on the + at the top right:
h2 id="h_032fff9a8f">Step 1: Fill in the general information
Name your project (required)
Enter the address using smart detection (required)
Choose the color of your choice
Planned start and end date
In the "project schedule" section, you have the option to set default hours that will be used to automatically pre-fill your teams' timesheets.
If you do not fill anything in, the information will be taken from the settings specified in "Administration".
If you are using the multi-site feature on your account, you will need to assign the project to the correct agency.
Select the client associated with the project (required).
Move on to step 2 by clicking on
⚠️ Warning
Fields marked with a * must be filled in before you can proceed to the next step.
h2 id="h_6951172cde">Step 2: Select the project manager(s)
A search bar is available if needed. It is possible to select one or more project managers depending on your projects.
It is mandatory to select at least one person in order to proceed to the next step
h2 id="h_d107c7267b">Step 3: Choose one or more site supervisors
This step is optional. You have the option to skip it without making a selection.
You can, as in the previous step, select one or more people if needed.
h2 id="h_fa3d1d02fe">Step 4: Select the technicians
This step is optional. Again, you can select one or more members if necessary. Or, proceed directly to the next step.
It should be understood that all the members you select will be part of the project's activity. They will be able to be included in the schedule and to communicate with each other via the messaging feature.
h2 id="h_4023ea50f8">Step 5: Add the equipment that will be used on the construction site.
If you haven't created any yet, you can do so directly via the "Create equipment" button.
Otherwise, simply select one or more pieces of equipment from the list.
This will allow you to manage the schedule of your machinery, for example, availability and usage time.
This step is obviously optional. You can move on to the next step.
h2 id="h_73435ec874">Step 6: Enter your subcontractors
If you work with partners or subcontractors, this step is made for you!
From this window, you can create your subcontractors and then select them from the list to include them in the construction site.
h2 id="h_a083836875">Step 7: Choose the different trades
In the case of a large construction site, it can be useful to plan the intervention of various different trades for the sake of coherence.
This step allows you to select one or more trades.
Either a single one from a category, or an entire category.
The "Select all" checkbox allows you to choose all the elements present in the category.
This step is optional.
h2 id="h_f945de114e">Step 8: Schedule your lots (trades)
In the case where, in step 7, you selected trades, it will be necessary to establish the schedule for each part.
This allows you to set a forecast for the construction site and ensure you stay on schedule.
If you did not enter anything in the previous step, you can go directly to step 9.
h2 id="h_654428c65f">Step 9: Set up the document template that suits you
This step allows you to choose the folder structure of your documents within the construction site.
You can start from scratch by selecting "Empty structure" or choose a suggested template.
The template can of course be modified afterwards.
h2 id="h_12a5c7a947">Step 10: Validate the creation of the construction site
All that's left is to validate the creation of your construction site to find it on your interface!
