1. Add Project Name and Number
What are your current active projects or communities? In addition to setting up the project name, you can designate the community number to match your accounting and production codes.
Refer to: Add a New Project/Community
2. Add Phase/Lot
Add at least one phase/lot to the project. Like the project setup, the phase number can match your accounting and production codes.
Refer to: Add or Edit Phase/Lots
3. Determine Accountability
Who is responsible for quality in this project? Put some thought into who needs to receive project emails.
4. Add Responsible Parties
Who is performing the work in this project? Generally these will be the vendors and subcontractors or, depending on the company structure, superintendents and foremen.
Refer to: Add or Edit Responsible Parties
5. Add Inspectors
Who is inspecting the completed work? Generally this will be QA personnel, superintendents and foreman.
Refer to: Define Project Inspectors
6. Add Locations and Equipment (optional)
Location and Equipment are optional fields.
Refer to: Add or Edit Equipment
7. Make Checklists, Responsible Parties, and Inspectors Project specific (optional)
Checklists, Responsible Parties and Inspectors can be made specific to the project.
Refer to: Define Responsible Parties for a Project