Basics of Projects

Purpose:

To create a Project.

Background:

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.

Points to Remember:

Required fields are marked with an Asterisk (*.)

Projects will also show up on your Dashboard (Home Screen)

To save your work, click the blue “Submit” button.

To edit the record, click the green pencil icon in the upper right corner.

Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.

If a Project needs to be Deleted, you can do so by clicking on the “Action” button at the bottom of the page on the right.

Steps to Create a New Project:

  1. Navigate to Main Menu
  2. Click on Projects
  3. Click on blue button “Create a New Project” on the left.
  4. Enter the following information:

Details Tab:

  • Customer: (Mandatory)
  • Project ID/Status: (Mandatory) Select from Drop-down.
  • Project Name: (Mandatory)
  • Project Type: (Mandatory) Select from Drop-down.
  • Street:
  • Street-2:
  • City/State/Zip:
  • Contract Amount:
  • Retention % / Held ($):
  • Notice to Proceed:
  • Start/End Date:
  • Completion/Warranty Start Date:
  • Billed To: If not Customer.
  • Permit Details:
  • Project Description:
  • Internal Notes:
  • Check Box: View in Schedule.
  • Check Box: View in Calendar.
  • Check Box: View in Timecards.

Contacts Tab:

  • Site Manager: Select from Drop-down.
  • Safety Contact: Select from Drop-down.
  • Add Project Contacts: Select from the list.
  • Customer Contact:
  • Project Contacts:

Financial Tab:

  • Estimates: Shows Total Amounts.
  • New Estimate: Takes you to the Estimate Module.
  • Invoices: Shows Total Amounts.
  • New Invoice: Takes you to the Invoice Module.
  • Payments: Shows Total Amounts.
  • New Payment: Takes you to the Payments Module.
  • Change Order: Shows Total Amounts.
  • New Change Order: Takes you to the Change Order Module.
  • Work Order: Shows Total Amounts.
  • New Work Order: Takes you to the Work Order Module.
  • Purchase Order: Shows Total Amounts.
  • New Purchase Order: Takes you to the Purchase Order Module.
  • Bills: Shows Total Amounts.
  • New Bills: Takes you to the Bills Module.
  • Expenses: Shows Total Amounts.
  • New Expenses: Takes you to the Expenses Module.

Schedule of Values Tab:

  • New Invoice: Takes you to the Invoice Module.
  • Import from: Select from Drop-down.

Notes:

  • Notes: Shows you all the notes that are linked to this Project.
  • To Do’s: Shows you all the To Do’s that are linked to this Project.
  • Punchlists: Shows you all the Punchlists that are linked to this Project.
  • Daily Logs: Shows you all the Daily Logs that are linked to this Project.
  • Inspections: Shows you all the Inspections that are linked to this Project.

Files & Photos:

  • Add an Attachment: Upload all Photos & Files in link to this Project. (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)