Project Management

Project Management

Creating a new project allows you to define key details and outline the full scope of work from the start. You'll begin by entering basic project information. After that, you can set up the project scope by organising levels and areas of work, making it easier to manage tasks throughout the project.
Step 1: Access the Create Project Button
• Log in to your account
• From the Home section, tap the "Create Project" button
Step 2: Enter Basic Project Information
Fill in the required fields:
• Project Name
• Project Owner
• Start Date and End Date
• Building Type
• Building Size
• Project Location/Address
• (Optional) Attach reference images or documents
Tap Next to proceed.
Step 3: Add Project Scope
• Add one or more Levels
• For each level, you can add Sub-levels or specific work areas
Step 4: Submit the Project
Once all information and scopes are added, tap Submit to create your project.
Step 1: Log in to the app.
Step 2: Click on any project from your list.
Step 3: Go to the Scope section.
Step 4: You will see the scope breakdown along with the total amount.
Step 1: Log in to the app.
Step 2: Click on any project from your list.
Step 3: Go to the Scope section.
Step 4: Click View History to see all the scope version history.
When an owner requests changes to the project scope, you will receive a Variation Order (VO) request. Responding promptly, whether approving or rejecting, keeps the project moving smoothly and ensures explicit agreement on any changes made.
Step 1: Log in to the app.
Step 2: Click on any project from your list.
Step 3: Go to the Scope section.
Step 4: Select "View VO Request."
Step 5: Choose to Approve or Reject the request.
Step 1: Select Project
Go to your project list and choose the relevant project.
Step 2: Go to Scope Page
Navigate to the "Scope" tab within the selected project.
Step 3: Click "View VO Request"
Tap on "View VO Request" to see the details submitted by the owner.
Step 4: Select "Approve"
If you agree with the request, tap "Approve" to confirm the Variation Order.
Step 1: Select Project
From your project list, choose the project with the VO request.
Step 2: Go to Scope Page
Tap the "Scope" tab within the selected project.
Step 3: Click "View VO Request"
Locate and tap on "View VO Request" to review the details submitted by the owner.
Step 4: Select "Reject"
If you do not agree with the request, tap "Reject" to decline the Variation Order.