Adding a Project

Adding a Project

Projects After adding your contacts in Contractor Foreman, Projects is generally the second step in setting up Contractor Foreman. Projects in Contractor Foreman are where basic project information is contained as well as containing links where you can quickly access important project information such as Invoices, Estimates, to-Do's and more. It also contains areas where project team members are listed for Customer Team members as well as Internal and External Team members. To save your work click either the Submit button or the blue check mark box in the upper right hand corner. To modify an existing record click the green Pencil icon in the upper right hand corner. Add a new Project: Go To main menu and select Projects. Click on the blue Add New Project button. In the right hand pane fill out the fields. Required fields have an Asterisk (*.) If this project is for a new customer click the green Quick Add: Create New Customer button. Fill out the information in the pop up. You can go back later and fill in additional information. Project ID: This field is for your project number and is alpha numeric. If you do not use a standardized set of project numbers/naming convention, now is a good time to create one as it helps with continuity and organization. Project Type: Select what type of project you have from the drop down. This field helps you organize and run reports via project type. Project Start and End dates: These fields are not required but are very helpful when it comes to reports, scheduling and planning. Project Image: In Project Image you can upload photos of the project as well as related files. From the Contractor Foreman App you can take pictures and add them to your Project. In the second column of fields on the right side you can add your project contacts as well as set the Site Manager and Safety Contact. Project Description: Add in a detailed description of your project. Project Internal Notes: These notes stay internal and are never included on any report or form that goes to people outside your company. When complete click either the Submit button or the blue check mark box in the upper right hand corner. To modify an existing record click the green Pencil icon in the upper right hand corner.

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