Creating And Managing Projects

What a project contains

A project groups the practical work your team performs for a specific site, job, customer, or delivery. It gives inspections and quality-control records a clear context.

• Project details help users identify the work area and customer context.
• Drawings and PDFs provide the visual reference for on-site work and inspection pins.
• Files and attachments collect supporting material used during inspections.
• Quality-control plans define the categories, control items, and forms used for inspection records.
• Inspection records show completed and historical work for the project.

Create or review a project workspace

1. 1
   Open Projects

   Use the dashboard navigation to open the projects area.

2. 2
   Create or select a project

   Create a new project if your role allows it, or open an existing project from the list.

3. 3
   Check project information

   Confirm the project name, customer or site details, and any project metadata your team relies on.

4. 4
   Review drawings and files

   Make sure the project has the drawings, PDFs, and supporting files needed for inspection work.

5. 5
   Confirm the quality-control plan

   Before field work begins, confirm that the right template or project control plan is available.

When a project is ready

• Users can find the project in the project list.
• The relevant drawings or PDFs are available for inspection work.
• The project has a quality-control plan or a clear next step for applying one.
• Team members with the right role can access the project.
• A first test inspection can be completed without missing required setup.