Set up Prospeno
An Admin normally completes these steps before the team starts using the workspace.
- 1
Set up the company account
Create the company workspace or sign in with the company access details provided to you.
- 2
Add users and roles
Open Settings → Users & Roles.
- Admin — company setup, projects, approvals, billing, and modules
- Manager — assigned projects and operational workflows
- Supervisor — assigned field activity with limited financial access
- Employee — attendance, expenses, and assigned work
- 3
Create the first project
Open Projects → + Add Project.
Enter the contract value, budgeted costs, schedule, and project status. Add the project team before field work begins.
- 4
Record actual activity
Record labor and project expenses as work happens. Create billings when the client owes an amount, then record collections only when payment is actually received.
- 5
Review project performance
Use the Project Command Center to compare the project baseline with approved actual costs and current collections.
Web or Prospeno Field?
Use the web app for management and finance; use Prospeno Field for work performed on site.
Web app
- Company and user setup
- Project management
- Approvals and financial review
- Reports and module administration
Prospeno Field
- Attendance
- Assigned project work
- Field expense submission
- Employee and supervisor workflows
Important notes
- Only approved labor and project expenses count toward actual project cost.
- Project access depends on the user’s role and assignment.
- Some workflows require an optional module to be enabled.