Project Creation
Let's create a project in INGENIOUS.BUILD! Click here to learn more about project creation.
A. Create a Project
From the main dashboard, click + Add New Project to enter the Project Creation Wizard.
Enter the following details on the Project Details tab:
Project Name: First Name + Last Name + "Properties" (ex. John Smith Properties)
Unique Project ID: This will be the internal project ID number. For sake of this training exercise, and to avoid duplicates enter today's 4-Digit Date + Current Time + Favorite Number (ex. 061523427)
Base Currency: USD
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.
Exclusions from Project Scope: The scope of this project excludes the following:
Elevator lobby
Stairs/elevators
Exterior enclosure
Click Next Step
Enter the following details on the Project Members tab:
Client: click + Select Client
Use the search bar to find John Smith from ABC Client Co.
Click Bookmark
Click Save
Lead Project Executive: This will default to the project creator (your account). Leave the default.
Lead Project Manager: This will default to the project creator (your account). Leave the default.
Uncheck the box next to "Assign Lead Project Manager as Default Approver"
Internal Team Members (Employees): This is where internal team members can be added to a project you are creating. For sake of this training exercise, do not add any internal team members at this time.
Click Next Step
Enter the following details on the Project Information tab:
Sector / Industry: Office
Unit of Measure: Imperial
Gross Area: 40,000 sf
Project Type: Leave blank
Primary and Secondary tags can be used to categorize projects in whichever way your company desires. Ex. interior buildout, self funded, western region, etc. Feel free to add any tags!
Click Next Step
Enter any address as the project location on the Project Site Address tab
Click Start Project
You have now created a project! You will be directed to the main Project Dashboard. Take some time exploring 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
Using the lefthand navigator, go to the Project Settings module
The Project Settings module can be used to adjust various settings corresponding with different areas of your project. Do not change any settings at this time but take some time clicking 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 Project Team / Directory
Using the lefthand 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.
Add a contact for the client's company to the project.
Click + Add Project Members
Use the search bar to find Kim Johnson from ABC Client Co.
Click Bookmark
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 to the Project Directory.
Proceed to Module 2: Budget