Projects

Permissions Requirement

• Users must have the Project Creation permission enabled to create new projects.
• To access and modify Project Settings, users must have the Admin permission assigned to them.

Creating a New Project

To create a new project:

1. Click the New Project button located in the top-left corner of the project list.
2. Enter the project’s name and click Create.
3. Configure additional options later in the project’s settings if needed.

Configuring Projects

You can manage additional project settings to tailor the project to your requirements. To access these settings:

• Click the More button in the project list.
• Or, open the project, navigate to the Manage tab, and select Project Settings.

Available Settings

The project settings allow you to configure the following:

• Project Details: Name, description, and status
• Legal Requirements: Building permit number and construction site address
• Participants: Manage investors, contractors, and other key contributors

The project settings page with key configuration options.

Adding Clients and Contractors

To assign clients or main contractors:

1. Select Organizations for the respective fields.
2. Use the Edit button (pencil icon) to adjust their Role (e.g., Investor, Main Contractor).

Assigning clients and contractors to the project.

Viewing Organization Details

To view organization information, such as contact details click the Information button ((i)).

Adding Personnel

Caution

Project users and project personnel are distinct:

• Personnel fulfill legislative requirements.
• Project users manage or access project data. Assigning someone as personnel does not grant them automatic access to project data.

Steps to Add Personnel

1. Select persons from the Personnel.
2. Assign their Role using the Edit button (pencil icon).

Assigning personnel roles to the project.

Role Assignment

In the editing view:

• Select the person’s Role (e.g., Site Manager, Architect).
• If required, check Declaration Required to request acknowledgment of their responsibilities.

Configuring a personnel role and declaration requirements.

Personnel Declarations

When required, personnel must sign a declaration of responsibilities:

1. A unique link will be generated for the person.
2. The status will update as either:
   • Declaration Pending (not signed)
   • Declaration Signed (completed)

Notification

• If the person has an email address configured, they will receive a notification with the link.
• Otherwise, you can manually share the link.

Signed declarations are stored in the project’s Documents under the Declarations folder.

A unique declaration link for personnel.

For more details, refer to the Declarations Guide.

Adding Users to the Project

To grant access to project data:

1. Navigate to the Manage tab and select Users.
2. Click the Add User button.
3. Enter the user’s email address and click Next Step.
4. Assign the user’s organization (cannot be changed is the user is already registered) and click Next Step.
5. Configure their permissions and click Save.

Managing project users.

The user will receive an email invitation. Unregistered users can sign up via the Registration Form (if enabled by the system configuration).

Assigning user permissions during setup.

For further details, visit the Permissions Reference.

Diary Configuration

Diary settings are located in the Manage tab. These settings control the following:

• Language and unit system
• Time zone
• Automatic weather updates
• Signature type options

Deleting Projects

To delete a project:

1. Navigate to the Danger Zone section in the Manage tab.
2. Confirm the deletion following the on-screen prompts.