Project Setup

This guide covers creating and configuring construction projects.

Creating a Construction Project

Step 1: Create New Project

  1. Navigate to Construction → Projects

  2. Click Create

  3. Fill in required fields:

    • Name: Project name

    • Customer: Select customer

    • Contract Amount: Total contract value

    • Job Type: Select project type

    • Check Construction Job checkbox

  4. Click Save

Step 2: Configure Project Details

  • Job Number: Auto-generated unique identifier

  • Start Date: Project start date

  • End Date: Expected completion

  • Project Manager: Assign responsible user

Step 3: Apply Budget Template

If a template exists for your job type:

  1. Navigate to Job Costing tab

  2. Click Generate Budget from Template

  3. Select template and total budget

  4. Click Apply

See Job Costing Workflow for detailed budget management.

Next Steps