Projects

To create a new project, go to More -> Admin -> Projects -> Projects to access your project master data. In the top-right corner, click the "+ Project" button.

The following entry form opens.

To make it easier to find projects, you can freely assign a name using the ID and Name fields. An ID can be, for example, an order number or an internal cost center number. A name is, for example, the project description.

A cost center must also be specified. You can find out how to create one at here.

The fields marked with an asterisk are required fields.

The following options are available in the Status dropdown menu (fixed, cannot be expanded):

• Open

• Pause

• Closed

• Quotation Phase (relates to the Calculation section)

When a new project is created, it is automatically assigned the status Open. After the project is completed, you can change the status to Closed. With this setting, the project is no longer displayed in the selection lists.

When you enter the project address, the program automatically determines the GPS longitude and latitude. Based on these GPS coordinates, the project is then positioned on the map using a location marker.
You can also define a radius for this project. This location data is useful, for example, if you want to set a GPS restriction within the project radius for your employees in the "App profile" (Project Management).
Additionally, you can edit the geofence using the "Geo-Zaun +" icon in the top-right corner of the map.

Be sure to assign at least one activity to the project. Only then will you be able to track time on this project. Otherwise, the project will not appear in the selection lists.

You can also divide your project into different construction areas to get a better overview of the work performed. You can find out how to define these at here.

Note: Site managers do not necessarily have to be employees. In the Site Manager selection field, you can also add people who do not track time.

If you have already created more than one Address range, you can select one or more address groups in your contact selection field and enter contacts (with contact persons, if applicable) for these groups—as shown in the following example:

You or your employees can filter by address groups for this project in the app under the "Contacts" tile to view the contacts stored there. You can find more information about this at here.

You can also enter working hours for the project. You can find out how to create working hours at here.

The Start field is automatically populated with the current date when a new entry is created. Adjust the date if necessary, as the construction site will only be available in the selection lists starting from the specified date. If you enter an end date for the project, it will no longer be available in the selection lists after that date.

The External Link, Company Number, and Client fields are for informational purposes only and can be filled in as you see fit.

You can assign a region to your project, which is relevant, for example, for regional holidays. You can find out how to create regions at here.

You can also assign a color to your project, which helps improve clarity in your planning, among other things.

Optionally, you can enter a project zone and a project type for the project.
The project zone defines a specific radius around your company or branch within which this project is located. A project zone can contain multiple projects. You can define project zones at here.
The project type identifies the nature of a project. Here, you can specify, for example, whether it is a night project, a hazardous project, or a tunnel construction project. You can create project types at here.

Use the Automatic Weather option to enable automatic weather tracking. If the project is open and GPS coordinates are available, the weather is determined daily at 7:00 AM, 12:00 PM, and 5:00 PM and recorded in the data. This means you can view the weather data for the construction sites via the menu items Projects -> Weather.

Once all the entries described above are complete, save them by clicking the Save button.

You can create various layers and plans within a project.

Click "Create Level" to create a new level.

You can now give this level a name and, if necessary, subordinate it to another existing level.

Then click Save.

To create another layer, repeat the process as many times as necessary.

Within these individual levels, you can now add a sub-level. There are two ways to do this.

Option 1:

Click "Create Level" again

Once the process has been saved, Floor 1 will automatically be appended to the selected layer.

Option 2:

Click the plus sign, for example, on the "Building A" layer.

A new window will now open where you can edit the level.

Unlike in Option 1, the parent level is already entered here.

If you want to edit a level and, for example, add a plan later, simply click the pencil icon.

To upload a plan, drag and drop files or browse your files. The plan is uploaded immediately and saved to the layer.

You can now tell that a plan is available by the icon in front of the layer.