Project Setup
Project Current

Creating a Project – Setup



Hover in the left corner, Projects.
Under Project > Click Setup

Click New

Under Contract tab, Select Client Name.
Enter a
Project Name and other required details.
Then Click
Save

*Click the relevant Focus screen on the left hand side menu within the project to ensure all project information is entered.


under Details > Enter all required field.

under Roles > click New to create new Project Role.


Select Staff member and Role, fill all required fields.
Then click Add Project Role.


under Contacts > click New to create new Contacts.


Select Project Type, Enter Contact Name and other required details.
Then click Add Project Contact.


under Subcontracts > click New to create new Subcontracts.

Select Supplier Name, Enter Subcontract Name and other required fields.
Then click Add Subcontract.


Under Budget, Select Schedule.
Then click Save


Hover and click the items/part to Edit, (+) to add new and to delete.


By clicking (+) for adding new Project Part.
Enter all required details then click Add Project Part.


Click Expand All to show all listed items.
*By default, remove any Work Items that still show as a -1 quantity and any estimates with $0 value.
To appear as Current Project, change the Budget Status to Final.
Then click Save


The Project will now appear in the Current Project Menu.

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