Before you start
An authorized Admin or Manager can create a project within company limits. Prepare the contract amount, budgeted labor/material/other costs, target dates, and the people who will work on it. Use the Projects workspace; a Transport company does not need a project simply to use bookings and dispatch.
Create the project
- 1
Enter project details
Add the project name. Client, location, type, scope, and notes can be added when useful.
- 2
Set the financial baseline
These values are the starting estimate used to compare expected and actual project performance.
- Contract Amount
- Budgeted Labor Cost
- Budgeted Material Cost
- Budgeted Other Cost
- 3
Set the schedule and status
Choose the start date, target end date, and an allowed initial status. Planning is the usual choice when work has not started.
- 4
Assign the team
Add the permitted Managers, Supervisors, and Employees who need project access. Assignments control visibility but do not create attendance or labor records or upgrade a company role.
- 5
Start tracking
Save the project and confirm creation succeeded. Open the Project Command Center to record permitted labor, expenses, billings, and collections.
Understand the starting profit estimate
This is the original estimate, not the final result. As work progresses, recorded actual costs are compared with the baseline. Cash collections are a separate measure.
Project capacity
Planning and Active projects count toward the company’s working-project limit. On Hold, Completed, and Cancelled do not count toward that working limit. Completed-project history has its own retention allowance. Review live Subscription limits instead of assuming a fixed number from this guide.
Important notes
- This guide describes web creation. Supported Field builds may expose project creation under the same server permissions; check the installed app rather than assuming every device has the current feature.
- Budget values are estimates; they are not actual project costs.
- Change the baseline only when the approved commercial value, scope, or budget genuinely changes.