Creating a new project

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• Creating a new project
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Projects are a vital part of using Builterra as you need a project to do inspections, and tenders are always associated with a project. Think of projects like a container, or a bucket. The tender and inspections are the items, or liquid, that fill the bucket. Without the bucket, there is nowhere to associate the tender or inspections.

     1. Click on the 'Project' portal

    2. Hover your mouse over the 'Portal' menu, and then on 'Project'

    3. Click on the 'New Project' button

    4. Fill out the basic information about your project, then click on the 'Create' button

Note: Clicking on the 'Add' button will create the project for you, and take you to the 'Edit Project' page immediately. Allowing you to add more detail to your project, however, you can also edit your project at a later date by selecting the project, and clicking the 'Red Pencil' button.

    5. That's it! Your new project is now made and set to 'Active.'

Feel free to continue adding information to your project, like projections, external users, and 'Custom Details.'

You can also watch this video which shows you how to create a new project, and talks about project-specific permissions:

Related Articles

• Project Portal Overview
• Managing Project Users and Email Groups