Create and manage projects
A project holds the drawings, takeoff, bill, programme and client share for one job.
Open Projects and choose New project. Give it a name, a client and a type.
The workspace can fill the project code for you. You can still type your own code if your firm already has a numbering scheme.
Open a project to see its sections: drawings, takeoff, estimates, schedules of works, tendering, programmes, variations, valuations, and more.
Change status from the header when the job moves on. Delete is a soft delete. The history stays in the firm record.
Viewers cannot delete a project.
Fields
- Project code
- The short reference your firm uses on emails and reports.
- Example: A code such as 2026-014. It is not a price.
Examples
A new house job
Name: 14 Oak Close. Type: residential. Client: the contact you already saved in CRM. After save, upload the GA drawings on Drawings & files, then start a takeoff.