Project Setup

Under Project management in the menu.

Edit project metadata, linked property, dates, status and the phase list.

Methodology: Phase order is the backbone for jobs and timeline. Keep the phase structure clean here, then adjust day-to-day jobs on Jobs, Timeline & Calendar. Phase dates are usually derived from the dated jobs inside a phase, so this page shapes the list, not the schedule.

Steps:

  1. Press Edit on Project parameters to open Edit project: Name, Status, Planned start and Planned end, Manual budget and Contract sum, then Save project.
  2. In the same modal, under Project phases, add a phase with New phase name → Add phase, reorder with Move phase up / down, or press Use standard phases.
  3. Under Phase templates, Save template keeps this phase list for the next project; Choose a template → Apply adds a saved one (matched by name, append-only).
  4. Use the Contractor guidance, Terms & Conditions and Site rules tiles to write what suppliers see, and Merge to fold this project into another.

In the recommended process