➕ Create a New Project

1. Navigate to the Projects module in the left-hand menu.
2. Click + Project in the top-left.
3. In the slide-in form, fill out the following fields:
   • Number (required)
   • Name (required)
   • Optionally assign:
     • Folder Category & Type (for folder structure templates)
     • WBS Category & Type (for work breakdown structures)
     • Categories
     • Status
     • Status Description
4. Click Save and Close.

📌 Projects must have a unique number and name.

🔍 Project Detail View

Once a project is created, double-clicking on it will open a tabbed view where you can access all its components. These include:

• Info: Edit general project information such as name, number, customer references, estimated dates, and description.
• Company: Add and manage linked CRM companies with roles like Customer, Supplier, or Contractor.
• Person: Link people from CRM Companies who are involved in the project.
• Folder Structure: Create or import a folder hierarchy to organize project documentation.
• WBS Structure: Define and manage your project's Work Breakdown Structure.
• Zone Structure: Add zones if your project involves location-specific segmentation (e.g. floors, areas, sites).
• Log: View logged changes and actions.
• Project Access: Control who from your user list has access to this specific project and what they can do.
• Access Tag: Define tags that govern access for document and product entities.
• Document Access: Specify permissions for which documents users can see or modify.
• Product Access: Manage visibility and control over products related to this project.

🏢 Add a Company

1. Navigate to the Company tab in the project detail view.
2. Click + Company.
3. Select an existing company from the CRM.
4. Assign a Company Role such as Customer, Supplier, or Fabrication Partner.
5. Save.

👤 Add a Person

1. Go to the Person tab.
2. Click + Person.
3. Select a person already linked to a CRM company.
4. Assign a Function (e.g., Project Manager, Engineer).
5. Save.

🧠 Only persons already connected to companies can be added here.

📁 Add Folder Structure

1. Go to the Folder Structure tab.
2. Click + Folder Record.
3. Add the desired folders or import a folder structure template if set up under Standard.

This lets you maintain consistent documentation hierarchy across all your projects.

🔒 Project Access

The Project Access tab is where you define who has what kind of access to the overall project data.

To give someone project access:

1. Click + Access.
2. Choose whether the user is Standard or Reader.
3. Select the user from the dropdown.
4. Check off the access areas:
   • Project
   • Status
   • Email
   • Company
   • Person
   • WBS
   • Folder
   • Zone
   • Security
   • Log
5. Choose Read, Write, or Delete access as needed.
6. Save and close.

This allows granular permissions control for project team members.

🏷️ Access Tags

In the Access Tag tab, you can configure access restrictions based on tags. These can later be used in both Document Access and Product Access.

Steps:

1. Click + Access Tag.
2. Choose a Category (e.g., Document or Product).
3. Give your tag a name.
4. Click Save and Close.

Access tags are then available to assign in access rules.

📄 Document Access

The Document Access tab controls which users can interact with project-related documents.

To grant access:

1. Click + Access.
2. Choose user type (Standard or Reader).
3. Select the user and the access tag.
4. Toggle document-level access:
   • Document
   • Access Tag
   • Status
   • Person
   • Reference
   • Log
5. Toggle revision access:
   • Revision
   • Revision File
   • Revision Status
6. Choose permission levels: Read, Write, or Delete.
7. Save and close.

You can define if the user has access to all document versions or only the current one.

🧠 Tip

Use access tags in combination with the document access module to tightly control who sees what. For example, external users can be restricted to only view final PDFs, while internal users have full edit rights.

❓ FAQ

Can I edit a project after it’s been created?
Yes, you can edit project information, linked companies, folders, access settings, and more at any time.

Can one person be linked to multiple projects?
Yes. If the person is part of a company linked to several projects, they can be reused across them.

What if I need to control detailed access?
Use the Project Access, Document Access, and Access Tag tabs to finely control who can see or edit what.

Is there version control or activity tracking?
Yes. The Log tab tracks activity like changes to project data or access.