Create a project

Create a project

1. Go to the project tab
   1. From here, you have a “List” view of all your projects and their information
   2. And by pressing the 4 small squares at the top of the page on the left, you have a Kanban view based on the milestones of your projects.
2. Click on the “New Project” button at the top right

1. Complete the required fields:
   • Code : Depending on your internal nomenclature, the code will be visible next to the name of each project
   • Project name : Will be the identification of the project, it can be the address of a project or the name of your client or a reference name depending on the work to be done
   • Project manager : Is the project manager on file. Requires creating an employee.
   • Customer
   • Adress : Allows you to visualize the project on the map and to distribute it by text message to your employees
   • Planned dates (Optional): Approximate date of your project, start and end
   • Type (Optional): Will soon allow resource costs to be associated according to the type of project
   • Contract name (Optional)
   • Contract number (Optional)
2. Click “Confirm” and your project will be created.

Importing projects

1. Navigate to the “Projects” page
2. Click on the options button at the top right and “CSV import”

1. Click “Upload file” or enter your details manually
   1. If you are uploading a file, it must be a CSV file. You will then need to associate the columns in your file with the columns displayed.
   2. If you use the manual function, simply copy and paste the information previously filled in from an Excel whose columns are ordered as shown on the import page.
2. Revise the errors indicated by our tool if necessary
3. Click on the “Import” button and your projects will be created