Adding a New Project

Permissions

The user must have the “Add Projects” permission to be able to create projects.

How to Access the Screen

• From the main menu, click on “Construction”, then click on “Projects”.
• Click the “Add Construction Project” button.

Warning Message When Leaving the Screen

If you attempt to leave the add form without saving your changes, a warning message appears: “Changes you made may not be saved.”

Header

• Save as Draft: saves the project with a “Draft” status. An automatic number is generated in the format “id-Draft” (where id is the record’s system ID).
• Cancel: discards the changes and returns you to the projects list.
• Save: saves the project with a “New” status.

Project Information

The add form contains a “Project Information” section, with the following fields:

• Title (required): a text field.
• Project No. (required): automatically generated by the system. If the user removes the number, it is automatically regenerated upon saving the form.
• Client (required): a dropdown showing clients defined in the system.
  • You can search by client name, code, email, or mobile number, with a suggestion list appearing based on the search and autocomplete support.
  • Only active clients appear in the list.
  • If the Branch plugin is active, the dropdown displays only clients related to the current branch.
  • If the Branch plugin is inactive, or clients are shared across branches, the system displays clients from the entire account.
• Bid (optional): a dropdown showing bids defined in the system.
  • If the Branch plugin is active, the dropdown displays only bids related to the current branch.
  • If the Branch plugin is inactive, or bids are shared across branches, the system displays bids from the entire account.
  • Note: a bid does not appear in the list if it is already linked to another project (a bid can only be linked to one project).
• Parent Cost Center (required): a dropdown showing the parent cost centers defined in Cost Centers within the Accounting module.
• Budget (optional): a numeric field, with a currency dropdown (defaulting to the account’s currency.
• Cost Tracking Level (required): a dropdown, with a default value of “Work Item”, and includes the options: Work Item, Tenders, Project.
  • Note: the use of this field will become clear within the contracts guides.
• Duration (optional): a numeric field, with a dropdown to select the unit (“Days” or “Months”), defaulting to “Months”.
  • The Duration field displays the equivalent of the entered value in a combined format, for example:
    • 14 months = 1 yr 2 mo.
    • 400 days = 1 yr 1 mo 5 dy.
    • 11 months = 11 mo.
  • Note: the equivalent is calculated based on the calendar; for example, a start date of February 1 with a duration of 31 days results in an equivalent of 1 mo 3 dy.
  • Duration is calculated automatically if both the start and end dates are filled in.
• Start Date (optional): a date picker. Automatically calculated if the duration and end date are filled in.
• End Date (optional): a date picker. Automatically calculated if the duration and start date are filled in.
  • Note: the start date cannot be after the end date; in this case, a validation message appears: “End Date should be a date after Start Date.”
• Tags (optional): a multi-select dropdown showing tags defined in the system.
• Assigned Employees (optional): a multi-select dropdown, searchable by name or code.
• Description (optional): a multi-line text field.
• Attachments (optional): a file upload field, supporting drag-and-drop or selecting a file directly from your device.

Validation Rules on Submission

If the form is submitted without filling in a required field, a validation message appears inline with the relevant field: “Required.”

On Successful Save

• You can save the project as “Draft” or “New”.
• The project is automatically added under the current branch you are logged in from.
• After a successful save, you are automatically redirected to the project view page.
• A success message appears: “Project Added Successfully.”

Cost Center

• Once the project is successfully created, a cost center with the project’s title is automatically created under the selected parent cost center folder.
• Note: if the Cost Tracking Level is set to “Project”, the project’s cost center is created as a file (account) under the selected cost center folder; otherwise, it is created as an additional parent folder.

Projects List Screen

After creating projects, you can view them from the “Construction Projects” screen, which displays for each project: Title, Client, linked Bid, End Date, Progress, and Status (e.g., In Progress, New, Cancelled). Search and filter tools are also available: Search by Project Code or Title, Filter by Client, Deadline Status, Filter by End Date, and Filter by Status, along with Clear All and Search buttons.