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.
Click here to learn more about project creation.
Process
A. Create a Project
From the main dashboard, click the "+ Create New Project" button 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)
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)
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 build-outs, 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:
Internal Team Members (Employees): click + Select Internal Team Members.
Use the search bar to find Employees.
Click Invite.
Click Save.
Enter the following details on the Project Information tab:
Sector / Industry: Office
Unit of Measure: Imperial
Choose Your Preferred Area Unit: Square Feet
Project Commencement Date and Project Completion Date: For the sake of this training exercise, do not add the dates at this time.
Project Type: Leave blank.
Primary and Secondary tags can be used to categorize projects in whichever way your company desires. Ex. interior build-out, self-funded, western region, etc. Feel free to add any tags!
Click Next Step.
Enter any address for the project location on the Project Site and Size tab.
Once you select a Project Site, enter the Gross Area: 40,000 sf.
Click Start Project in the top right corner.
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
Using the left-hand 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 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 Project Team / Directory
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.
Add a contact for your consultant's company to the project.
Click + Add Project Members.
Use the search bar to find John Smith 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 in the Project Directory.
This all-in-one solution optimizes your project workflow, allowing for better collaboration, improved decision-making, and greater project success.