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Getting Started

Your first project: setup checklist

Use this short sequence to make a new project ready for everyday work.

5 min read  ·  Last updated: August 2026

Complete Create Project form
Complete Create Project form
Project member invitation form
Project member invitation form
Project locations list
Project locations list
Create plan item form
Create plan item form
Drawing upload form
Drawing upload form

First-project checklist

  1. Create the project with a clear name, validated address, project type and dates.
  2. Add the project companies and invite the people who need access.
  3. Confirm each member’s role and permissions.
  4. Create the site location structure.
  5. Add the first plan items, milestones and dates.
  6. Upload the current drawings and key project files.
  7. Confirm owners can see their assigned work before handover.

Ready to start

The project is ready when the team, locations, current information and first activities are visible to the correct people.