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Project

Projects are the central hub for work in the system.
They organize clients, properties, jobs, proposals, deliverables, and billing into a single, cohesive unit.

Almost all work in the application ultimately ties back to a project.

What a Project Represents​

A project represents a real-world engagement or scope of work.

Projects are used to:

  • Group related work and data
  • Track progress and status
  • Associate properties and locations
  • Link proposals, jobs, and deliverables
  • Provide context for reporting and billing

Projects are created once and referenced throughout their lifecycle.

Where Projects Are Used​

Projects appear across the system, including:

  • Dashboards and project lists
  • Proposals and estimates
  • Jobs and scheduling
  • Properties and GIS data
  • Deliverables and reports
  • Billing and payments

Because of this, projects act as the primary organizational unit.

Creating a Project​

Projects can be created from multiple workflows, such as:

  • Creating a proposal
  • Creating a job
  • Managing projects directly

In some workflows, the project form appears in a popup or inline editor.
Regardless of where it appears, the project fields and behavior are consistent.

Project Fields​

Project Name (required)​

The primary name of the project.

  • Must be unique within your organization
  • Used throughout the system for identification
  • Required to create a project

Choose a name that clearly represents the scope or location of the work.

Client (required)​

Links the project to a client record.

  • Determines who the work is for
  • Used for billing and reporting
  • Required for most workflows

If the client does not exist yet, a new client can be created during project setup.

➡️ Reference: Client

Project Status​

Indicates the current stage of the project.

Status affects:

  • Where the project appears in lists and dashboards
  • Which actions are available
  • Reporting and filtering

Common examples include planning, active, on hold, or completed.

(Exact status options may vary by configuration.)

Description / Notes​

Optional internal notes about the project.

  • Not shown to clients unless explicitly included
  • Useful for internal context or special instructions

Linking Properties​

Projects can be associated with one or more properties.

Properties provide:

  • Geographic context
  • Boundaries for GIS outputs
  • Spatial reference for jobs and deliverables

Properties are often created or selected during project setup.

➡️ Reference: Property

Editing Projects​

Project details can be edited after creation.

Edits:

  • Apply immediately
  • Affect all workflows that reference the project
  • Do not break existing associations (jobs, proposals, properties)

Some fields may be locked or restricted based on permissions or project state.

Permissions & Visibility​

Access to projects is controlled by your company’s permission model.

Depending on your role, you may be able to:

  • Create new projects
  • Edit project details
  • View associated data
  • Manage related workflows

Summary​

Projects are the backbone of the system.

They connect clients, properties, work, and billing into a single structure—making it easier to manage complex engagements without losing context.