How do I create a project?

To create a project 

1. Navigate to the Projects module.
   
2. Click on New project and fill out the following fields:
   
   • Project Name
   • Project Number
     Note: If you are using the invoicing module, make sure the project number is accurate as it will be used to generate your invoice numbers.
   • Location
   • Project Owner
     Note: You can invite the owner to join Constrafor or enter the project owner's name as a text field
   • Project Type
   • Project Description
   
   
   
   • Upload Contract documents
     Note: You have the ability to chose and upload various documents types that will be available at the project level. For example, if you have project level insurance requirements, adding them will automatically add them to future COI requests.
     
     

3. When you are ready to create the project, click on Create.