Creating and Managing Projects
Projects are created automatically when a proposal is accepted. The proposal carries the project name, owner, site address, and contract details — there is no separate creation form.
Steps
1. Accept the proposal
Go to Proposals and change the proposal's status to Accepted. A project is created immediately and a confirmation toast appears.
2. Open the project
Go to Projects and click the newly created project. The project name and number come directly from the accepted proposal.
3. Add line items
Click the Line Items tab and add the schedule of values — one line item per billable scope. Line items can be added or edited freely until the first pay app is submitted.
4. Set retainage defaults
Click the Pay Apps tab. Under Retainage Defaults, click Edit to set the default retainage rates (on work and on materials) that will apply to new pay apps. These can be overridden per pay app when drafting.
Project Status
| Status | Meaning |
|---|---|
| Pending | Contract signed; project not yet started |
| In Progress | Active construction underway |
| On Hold | Temporarily paused |
| Cancelled | Project will not proceed |
| Completed | Work is done; project is closed |
Change the status from the project page header.