Projects
| Where | Company sidebar → Projects (Проекти). URL: /projects?companyId={company}; one project: /projects/{project}. |
|---|---|
| Who can | Company permission Projects (Проекти): View (Преглед) to see projects, Edit (Редакция) to create and manage them. Included in every plan, also Free. |
| Related | Create or join a company, The interface: sidebar, top bar, switching, Bill of quantities (BoQ), End-to-end: from BoQ to payment |
What a project is
A project is one construction job, for example "Residential building Viva 3". Several companies can work on the same project: an investor, a general contractor and its subcontractors. Each company sees the project from its own side:
- Its own phase. The project status (Budgeting, Offering, Offer sent, Update requested, Contract proposal, CONTRACT DECLINED, Execution) is kept per company, so the investor can be in Execution while a subcontractor still waits for an answer.
- Its own team. Each company decides which of its own people work on the project and what they may do there.
- Its own client name and archive. Each company keeps its own client name for the project and can archive the project for itself only.
A company joins a project in one of three ways: it creates the project, it accepts an offer request sent for that project, or a contractor records it as an external (self-managed) subcontractor.
- The Projects (Проекти) entry in the company sidebar.
- The status chips with the number of projects in each phase.
- The Add project (Добави проект) button.
- A project row: click it to open the project page.
Typical sequence
- Create the project on the Projects page with Add project, choose whether you are the investor or the contractor, and pick your team. See Project list and creating a project.
- Open the project page and follow Next steps. The phase decides which modules appear in the project sidebar. See The project page.
- Set up the team and access: add colleagues and fine-tune what each one may see and edit in this project. See Project team and access.
- Set the work calendar before you plan the schedule: working weekdays, public holidays and site closures. See Working days and holidays.
- Continue with the BoQ, procurement, contracts and payment applications in the following sections. When the work is done, archive the project from Edit project.
Pages in this section
- Project list and creating a project — find, filter, create, edit, archive and restore projects; every field of the project form.
- The project page — the seven project phases, what each phase shows in the sidebar and on the dashboard, and every card on the project page.
- Project team and access — add and remove members, set per-project permissions, default role access.
- Working days and holidays — working weekdays, non-working dates and how they drive every schedule calculation.
Common questions
Why don't I see all of my company's projects?
You see only projects where you personally are on the team. Ask a colleague to add you on the project's Project team page.
Related
In this section
The Projects (Проекти) page lists every active project of your company that you are a member of, with its client, status (phase) and deadline. From it you search and filter projects, open one, edit…
The project page (sidebar entry Home / Начало) is the dashboard of one project: its address and team, key figures, open requests, the next steps you should take and shortcuts to every module. What it…
The Project team (Проектен екип) page lists the people of your company who work on a project, with their company role. From it you add colleagues to the project, open a member's Access level…
The work calendar of a project says which weekdays are working days and which specific dates are non-working, such as public holidays, company days off or a site closure. Every duration, dependency…