Add a Project

You can add a project in Field View to manage and track the tasks, packages of work, organizations, forms, processes, and locations for a specific construction project.

Fastpath: Business Setup > Projects
  1. Confirm that the correct business unit is selected in the Current Business Is field, and that no project is selected in the Current Project Is field.
  2. Select Business Setup > Projects
  3. Click the Add button .
  4. From the Add Project dialog, enter project information. For details on each field, see Add/Edit Project Fields.
  5. Click Save.

The project is now available in Field View.

Once you have added a project, you can copy it to make a new project and then edit the new one as needed. From the Projects page, select a project, and then right-click to access the Copy Project or Edit Project options. You can also deactivate a project or set a project as the current or default.

Note that the projects on the Projects page can be filtered according to key words, project type, or by whether or not they are active.