New Project
This guide provides step-by-step instructions on how to create a new project in BuildFlow.
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Create a New Project
This guide provides step-by-step instructions on how to create a new project in BuildFlow. It covers important details such as selecting project templates, inputting project information like project number, name, and address, choosing the project phase, adding bid details, and uploading project images. It also provides alerts and reminders to ensure accurate data entry. Following this guide will help users efficiently and accurately create new projects in BuildFlow.
New Project
1. Click "New Project"
2. Select a Project Template if your company has multiple Project Templates.
Alert! Project Templates manage the folder structure and user permissions for the project. You must be an Administrator to manage Project Templates.
3. Next Select Project Status
Select Archived if the project is complete and is being entered for record.
4. Click the "Project Number" field if you have a job number associated with the project
You can add multiple Project Numbers if needed by clicking "Add Another Project Number"
5. Click the "Project Name" field and input the project name.
Alert! BuildFlow will search the existing projects to see if the project already exist to avoid duplication.
6. Click the "Address 1" field and add in the address of the project
7. Choose the correct Phase of the project
8. Search Tags are used to quickly locate projects by Location, Floor, Project Type, etc.
Alert! IT IS VERY IMPORTANT TO ONLY SELECT THE LOCATION(s) and Floor(s) that apply to the project or you will get bad search results.
If you do not see a Location or Floor contact your Administrator to request that it be created.
9. Click the appropriate Location
10. Then select the address
11. Then select the Floors that the project is taking place on
12. If the project will be going out to bid click "Bid Details"
13. Enter Bids Due by date for the Bidders
14. Click "Add Bid Information" if you need to add in any addition information
15. Click "Project Image" and add an image for the Project Home screen
16. Click "Upload"
17. Click "browse files"
18. Click "Administration"
19. If you do want the project to be auto archived contact us. Archive projects can be restored to Active at any time.
20. Click the "PO Number" field if PO Number is required for BuildFlow to submit invoices enter it here.
21. Click "Submit" and your project will be created in BuildFlow
