How do I add a new Commercial project?

Modified on Wed, 25 Nov 2020 at 01:49 PM

Only an Administrator can do this.

Step 1: Navigate to the clients section within the Admin tab.

Step 2: Choose the Commercial client you wish to add the scheme to.

Step 3: Simply click on 'Add new' Project icon. Make sure to complete all the following fields:

            •Project Code

            •Project Name

            •Address – Address lines 1,2,3, City, County, Postcode 

             •It is important to add the respective Contractors to this scheme too. This will ensure that when adding Contractors to Tickets that this information will be processed correctly.

Step 4: Click Submit to create.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article