Create and organize projects
What this accomplishes
Section titled “What this accomplishes”Creates a project in the current workspace and optionally files it under a folder/group.
Prerequisites
Section titled “Prerequisites”- Admin, or Member with Edit on the workspace
Create a project
Section titled “Create a project”- On the dashboard, select Create Project.
- Enter Project Name (required).
- Optionally set:
- Address
- Client name / client address
- Bid due date
- Business developer, estimator, project manager
- Status: Active, Closed, or Archived
- Outcome: Won, Lost, or On-Hold
- Description
- Folder / group
- Select Create Project.
Expected result
Section titled “Expected result”The project opens (or appears on the dashboard) and is ready for file upload.
Organize with folders
Section titled “Organize with folders”- On the dashboard toolbar, use Manage Folders to create or rearrange project folders.
- When creating or editing a project, choose a folder/group so it appears under All Projects in the sidebar.
Untitled folders may appear as Untitled group / Untitled subgroup until renamed.
- Dashboard views: My Projects, All Projects, Archived.
- Sort options include Date Created, Title, and Bid Due Date.
- Search projects with Search projects….