Projects and stages
Create a construction job and keep its stages, progress and related records together.
Create a recognisable project
A Project represents one construction job. Its budget is your planned cost; its contract value, when client billing is used, is the amount agreed with the client. Keep these figures separate. A name such as “Model Town — House 24” is easier to recognise than “New Project”.
- 01
Open Projects and create a record
Enter name, location, plot sizes, structure type, floors, budget and dates. Check marla and square-foot values yourself; the end date must follow the start date. Save and open the project.
- 02
Prepare stages and people
Add or review stages in work order, with planned dates. Use Workforce for assignments and Documents or Drawings for reference files. Available tabs depend on permissions and add-ons.
- 03
Start recording work
Move Planning to In progress when work begins. Record measurable stage progress and daily reports; an edited end date does not mean work is complete.
Understand the status before changing it
A project moves from Planning to In progress, then Completed. It can go On hold and resume, or be Cancelled where allowed. Completed and Cancelled have no ordinary reopen transition. Stages begin Not started, then In progress; Delayed means work is late, while Blocked identifies an obstacle. A slab can be 60% complete but blocked by a missing drawing decision. Record that question in an RFI.
A planned project moves into work and can complete when applicable completion checks pass. Hold and cancellation paths are explained in the article.
Review the project as a whole
Check dates, progress, costs and outstanding quality work together. Schedule and AI analysis need their own optional features and permissions. AI findings help you investigate; they do not authorize expenditure. Completion checks may require inspection clearance, critical snag clearance or closeout when the corresponding settings and features apply. Read the blocking message instead of changing percentages to get past it. New-project quotas include sample records; check Billing if creation is unavailable.