Intro to Projects

Navigating the company projects page

When you click on the Projects tab in the side bar, you will be directed to all the projects you create as a company.

At the top of the page, you will find the My Projects, Active & Archived tabs. These tabs are used to categorise your projects based on their status, making them easier to find.

You can also sort your projects in your preferred order by clicking on the dropdown.

In the top right corner of the screen you will find the + New Project button where you can start your first project and get on your way to creating schedules.

Creating your first project

A project essentially acts as a folder where you can keep all the schedules for that given design job. Active Projects are accessible by your entire design team, but Your Projects is a more specific list of projects where you have been allocated as part of the design team working on that job.

You can create as many projects as you like:

Navigating the project page

Each individual project page is where you will find the schedules related to that project. You can see the project details you entered during set up displayed in the header of the page, along with the design team assigned to the project, and two tabs labelled Schedules & Issue Report.

The blue button to the right of the project name that says "Active" is showing the status of that project. You have the option to set your project status as either Active or Archived by clicking on this button and choosing your option from the dropdown. Changing the status will move where your project is stored under the company projects page.

You can also sort your schedules in your preferred order by clicking on the dropdown.

The Issue Report tab will ping when you first create a project to remind you to set up your distribution list for sharing schedules. Learn more about Issue Report.

There are two buttons in the top right corner of the screen. The black button will create a + New Schedule. The Settings button will open up the project details pop-up page, where you can make edits to that information, the design team or delete a project altogether.

Active projects

Active projects are those that are current for the company. A project will always remain active unless a user updates the status to archived on the project page.

Archived projects

Archived projects are those that are no longer considered active for the company. The archive tab was designed to enhance productivity and help declutter the active projects page when jobs are complete.

Setting a project timeline will not ensure that the project is automatically archived after the completion date. Project status will always require manual adjustment.

Archiving a project does not delete a project. Click here to learn more about deleting a project.

Removing or adding other designers to the project

Keeping your design team up to date is important and increases the overall effectiveness of the real-time collaboration feature. It ensures that users are included in any project related notifications (for example, schedule issue reports and comments) and is great for general project management. Each user's home dashboard will be personalised based on the projects they are working on specifically.

Updating the design team on a project can be done by any user in the company.

Guide to Issue Report

The Issue Report feature enables users to share their schedules directly with external design teams collaborating on the project. This tool is particularly valuable for users working with Revision Control, as it simplifies tracking which team members have received earlier versions of the schedule and their distribution dates. You are in control of who receives schedules at any point throughout the duration of your project.

The Issue Report feature can only be used once you have created a distribution list and locked the first revision of your schedule(s). Learn more about Revision Control.

You can prepare for your first Issue Report by creating a Distribution List.

Changing measurement units between projects

If you have a specific project that requires an alternate unit of measurement for its schedules (eg. you are a UK based company with a project in the US), then you can do this under project settings.

To change your company's default unit of measurement for all existing and future projects, see Setting up your company, branding & design team.

Organising multiple schedules within a project

You can sort your schedules into your preferred order by clicking the dropdown menu in the right corner.

To learn more about managing your schedules, click here.

Deleting a project

To delete a project entirely will remove its data from your company's account permanently. We always suggest for our users to archive inactive projects instead, unless absolutely necessary.

Mistakes do happen, and if a project has been deleted by accident and you would like for us to attempt to recover your data, please contact support and we will do our best to assist.

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