Projects

Create a project, choose its users, mark its site on the map, and change its schedule and measurement settings. Also mark a project inactive or delete it.

Where to find it

Company settings > General > Projects

Who can use it

People who have the View Projects permission. Creating needs Add and changing needs Edit. Deleting and marking active or inactive need Delete.

A project is one construction site or one contract. Almost everything in Superwise belongs to a project: the schedule, the bill of quantities (BOQ), purchase orders, site reports and bills. You create a project once, add the people who work on it, and then use it in the other books.

Before you start

• Add the users who will work on the project. See Users. You can also invite a user from the project form.
• If you are a contractor, add the client as an organization. See Organizations.
• Decide the code and the name. The code can have up to 10 characters and the name up to 50. Both must be new. Superwise uses the code in order numbers.

How to create a project

1. Open Company settings in the left menu, then General, then Projects.
2. Click Add Project (mark 1 in the first picture).
3. In Code (mark 1 in the second picture), type a short code for the project, for example AH-01.
4. In Name (mark 2), type the project name, for example Acme Heights.
5. In Users (mark 3), choose every user who works on the project. To add a person who is not in the list, click Invite users.
6. In Contact Person (mark 4), choose the person in charge. This person must be one of the chosen users. The name appears on orders.
7. Click Select under Image to add a picture of the project. This is optional.
8. If the project is a store and not a construction site, switch Is Godown? to Yes.
9. In Address (mark 5), type the site address as you would search for it on Google Maps. Choose a result. The map moves to the place.
10. Click Save (mark 6). A message says that the project was saved.

Contractor accounts also see Client, Work Order and Work Name on this form. Choose the client organization, type the work order reference of the client, and type a short description of the work. Accounts on a subscription plan also see Billing Frequency.

How to mark the project area on the map

1. On the project form, use the polygon tool on the map. Click the points of the site boundary one after the other.
2. Click the area to give it a name. Type the name in the box Tag and click Save Tag. Each tag must be different from the others.
3. To remove one area, click it and click Delete Area.
4. To remove all areas, click Remove all areas, then Yes.

How to change a project

1. Open the list of projects.
2. Click the three dots at the end of the row and choose Edit.
3. Change the fields and click Save.

To see more about a project without opening the form, click the arrow at the start of the row. The row opens with these tabs:

How to change the schedule and measurement settings

1. Open the row of the project and click the tab Other Details (mark 1 in the third picture).
2. Click the value you want to change, for example Schedule Duration Unit (mark 2). A note (Click to edit) shows next to it.
3. Choose the new value. Click Save. Click Revert to go back.

How to mark a project inactive or delete it

1. Open the list of projects.
2. Click the three dots at the end of the row (mark 2 in the first picture).
3. Choose Mark Inactive to stop work on the project. Choose Mark Active to start it again. Choose Delete to remove the project.
4. Read the question and click Confirm.

Use the filter at the bottom of the list to show All Projects, Active Projects or Inactive Projects. The list starts with the active projects.

What the columns mean

Rules to know

• The code and the name cannot repeat. You cannot use the word Purchase as a name.
• At least one user is needed. If you choose a contact person, that person must be one of the users.
• You cannot mark an existing project as a godown when it has a BOQ or a schedule.
• You cannot delete a project that has records. The message names what is in it, for example purchase orders, work orders, bills, payments, documents, BOQs, schedule tasks, challans or issues. Mark the project inactive instead.
• On accounts with a subscription, you can mark a project active only when your plan has room for one more active project.
• Click Export to CSV on the list to download the project list.

If something goes wrong

Related pages

• Users
• Organizations
• Approval workflows
• Company setup masters