Adding Projects

Adding a New Project

Only account administrators can action this.

Step 1: Navigate to: Admin > Your Clients > Select a Client

Step 2: Select + New Project and complete fields.

The below are mandatory fields

• Name
• Handover Date
  

Step 3: Click Submit

Step 4: Set your KPIs.

These will automatically be set as your Default KPIs but can be amended by un-toggling the 'Use Default KPIs' and selecting edit. You can also set these as Client KPIs by selecting submit and then clicking 'Apply Client KPIs'.

Adding a new area/zone 

Step 1: Within Project view select + New Area/Zone

Step 2: Complete all necessary fields. 

Step 3: Click Submit