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Project example

Create a project

  1. Go to the Projects page
  2. Select Create in the top-right
  3. Enter a name, project code, customer (optional), and planned dates
  4. Press Create to save
The project is created instantly. Click on it to view its dashboard. The project dashboard is a home screen for everything related to the project. The project’s status, dates, and all associated work orders, tasks, asset allocations, and transport operations are displayed here.

Add work orders

There’s a blue Menu button in the top right corner of the project dashboard. Click it to show an action menu.

Next steps

Continue to project concepts to learn more from a high-level, or head to reference for more detailed information. For advanced project management, head to dependent dates to learn how to create complex timelines that keep in sync automatically.