Below is an explanation of each of the Project creation wizard steps. Click the arrow next to a section title to expand its contents.

Projects can only be created by users with a role of Project Manager or Admin.

Start a New Project

First, navigate to the main company dashboard by clicking the yellow hat icon in the top right of the application.
Next, in the left sidebar navigation menu, click the Projects link. This will take you to the list of all current projects you have access to.
Click the white Create A New Project button at the top right of the table. This will take you to the first step of the new Project wizard, 1. Basics.

1. Basics

Form fields and their definitions

Is the project part of a group? - If the project is part of a larger group of projects, turn this switch on and select the name of the group in the subsequent dropdown box.
Name - The name of the project.
Description - A longer description about the project.
Client - A dropdown list of clients. New clients can be created directly from this list if you don't see the client you want.
Location From & To - Open text fields you can use to enter the specific from and to location specific notes.
Work Type - The type or category of the project. New work types can be created directly from this list.
Construction Start Date - The date construction at the job site is scheduled to begin.
Notice to Proceed Date - This is the date the project owner gave permission for the project to proceed.
Construction End Date - The date the construction at the job site is scheduled to be completed.
Prime Contractor - Select the single prime contractor for this project.
Sub-Contractor - Select multiple sub-contractors working on the project.
District - If tracking projects by districts, select the district the project belongs to. New districts can be created directly from this field.
Address - The street address that best geolocates the project's location. As you enter an address in this field, options will be presented. After choosing the correct address from the options provided, the system will display a map of the location. The map can be manually moved to display the center directly over the project location if desired.

The location display in the map is used to gather forecast data for inspections created within the project.

2. Users

The Users step is where user-based, project-specific permissions are set. There are currently three types of users that can be added to a project.

Project Managers

Can:
- Create, view, and edit all:
  - Inspections
  - Change Orders
  - Pay Requests
  - Items
  - File Cabinet
  - Reports
  - Settings
- Approve and pay Pay Requests
- Approve Change Orders
- Mark Inspections as Approved or Denied
- Archive the project

Inspectors

Can:
- Create new Inspections
- View Inspections they have created
- View Reports
- Create Change Orders
- Edit the File Cabinet
Cannot:
- View other inspector's inspections
- Approve or Deny an Inspection
- Approve a Change Order
- Create or otherwise affect a Pay Request
- Archive the project

Viewers

Can view everything within the project
Cannot create or edit anything within the project

Only Project Managers and Admins will show up in the Project Manager selection dropdown box.

The Inspectors and Viewers selection boxes will only show users with the respective user type.

3. Items

The Items step allows you to upload the list of items being used in the project. Uploading items can be tricky, but we have provided a template for item uploads that minimizes problems. You should be able to quickly copy and paste the items from your contract into the template for easy upload.

If there's an error in the item list after the upload, you can correct the issue in the spreadsheet and re-upload the list. As long as the project is in DRAFT, this will overwrite the current item list with the items from your most recent upload, correcting any issues from the previous upload.

The item upload template is available for download below at the bottom of this document.

4. Stakeholders

Use the Stakeholders settings to invite users to the project that are outside of your organization. Users invited this way have limited view access to project materials including approved inspection reports, approved item placements, and approved payment requests. Once invited, Stakeholders can add users from their own organization to shared projects as well.

5. Settings

The Settings step is the final step of the project creation wizard. This page has project-specific settings that can be turned off and on depending on requirements.

Setting Name

Allow multiple inspections per day - When turned on, a single inspector will be able to create multiple inspections for the same day on the project.
Controlling Operations - When turned on, the Controlling Operations input field will be shown on the inspection basics page.
Repair Locations - When turned on, the Repair Locations input field will be shown on the inspection basics page.
Retainage - When turned on, you will be presented with a field to enter the desired Pay Request retainage percentage. This retainage percentage will be applied to all Pay Requests created within the project.
Application PIN - The Application PIN feature allows you to specify a PIN number that is automatically included in special reports like the TN Traffic Control form and TDEC related forms.