How to Create Project Site
Follow the steps below to Create a Project Site
A project site is a physical location where the project work is being carried out. It is the place where the project team, plants, and materials are located and where the project activities are performed.
- On the left-hand main menu, select Projects-> Project Settings
- Click on Sites
- Click on Add New Record or + Sign
- Choose the Client's Name
- Enter the Site Name and Site Address
- Choose the Site Contact or click on Add New Contact to create one
- The Induction Health & Safety Checklist includes a comprehensive health and safety briefing, which covers topics such as the evacuation plan, site hazards and risks, and safety protocols to follow. This template is displayed under the Site Specific Induction form
- Submit to Save
Relative Articles
Related Articles
How to Create Quoted Project
This article will help you to Create a Quoted Project. A quoted project is a contract between the client and contractor where the scope of work is outlined before the project starts and a fixed price is given Navigate to the Web Portal and login On ...How to Add Site Materials
Site materials refer to the various materials and supplies used in a project. Load dockets in a construction company typically serve as documentation for Site materials being delivered or removed from a site. Follow the below steps to Add Site ...How to add Project Tasks
How to Setup Project Settings
Please follow the steps below to configure Project Settings and save default values for a project. This will enable you to establish default configuration values for your project Navigate to the Web Portal and login On the left-hand main menu, select ...How to create a Client
It's important to note that if the Xero Integration is enabled under Company Settings, the Clients list will be automatically updated from Xero Please follow the below steps to create a new Client Navigate to the 3PM Construction Web Portal and login ...