Overview
Streamline project setup with INGENIOUS.BUILD. This guide ensures you efficiently create and configure projects, capturing all essential details to enable seamless collaboration and effective management within the platform.
Prerequisites
Depending on the settings in your workspace, a user with a Project Manager account type may not have the permission level to create a project. If you cannot add a new project, contact your workspace Administrator.
Process
Adding a New Project
On the main Dashboard, click + Create New Project. Complete the required fields on each step.
Step 1: Project Details
Generated Project ID: This is auto-generated and cannot be changed or edited.
Project Name: Enter the name of the project. Please note that this cannot be edited later and can only be changed by contacting the INGENIOUS Support team.
Custom ID (optional): Enter your company-specific Project ID. This can be edited later in Project Settings.
Base Currency: This will default to your workspace's base currency. You can change it using the dropdown.
Project Scope (optional): Add a summary of your project's key details.
Exclusions from Project Scope (optional): Summarize any exclusions from your project scope.
Click Next Step.
Step 2: Project Members
Select a Client to specify the client for this project (not applicable in the Owner workspace type).
Choose Invite if your client will be collaborating with you using INGENIOUS.
Choose Bookmark if your client is off-system. You can always invite a Bookmarked client later.
Add the Lead Project Executive and Lead Project Manager. These are other employees in your company in your INGENIOUS workspace.
"Assign Lead Project Manager as Default Approver" will be checked by default. This will automatically put this individual on the approval workflow for all financial items.
Select Internal Team Members. Users need to be added as Internal Team Members to have access to this project. The internal team can be changed later.
Click Next Step.
Step 3: Project Information
All Project Information items can be changed later in Project Settings.
Choose a Sector / Industry. These are not currently customizable. If you do not see the option you are looking for, choose Other and use the Project Type dropdown below.
Add a Project Commencement Date and Project Completion Date (optional).
Select the Project Type (optional) from the dropdown.
Add Primary and Secondary Tags (optional) to your workspace to further classify your project.
Step 4: Project Site Address
Add your Project Site Address.
You can add multiple addresses by clicking on + Add Next Address.
Click Next Step.
Step 5: Total Project Size
Add the Unit of Measure and Choose Your Preferred Area Unit. Here, you can specify the Site Size.
Unit of Measure will default to your workspace default. Add an Area. The area can be used to see cost/sqft.
Click Start Project.
INGENIOUS.BUILD simplifies project setup with an intuitive, step-by-step guide that ensures all essential details are captured from the start. You can confidently launch projects, knowing your workspace is optimized for success.