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Project Setup

Project setup checklist

Complete an administrator-level readiness check before handing the project to the wider team.

5 min read  ·  Last updated: August 2026

Complete project setup form
Complete project setup form
Project members ready for access review
Project members ready for access review
Project location templates
Project location templates
Populated project plan
Populated project plan
Project document upload form
Project document upload form

Administration

  • Project identity, address, dates and cover image are correct.
  • Companies, contacts, members, roles and access have been reviewed.
  • Locations follow the site hierarchy.

Delivery information

  • The initial plan, milestones and dependencies are visible.
  • Current drawings and documents are uploaded with useful names.
  • Required Forms, safety records and quality workflows are available.

Handover test

Ask one non-administrator to confirm that they can see their work and cannot see restricted information.