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How to set up projects in Intuety

This guide explains how to create a new project in Intuety and review the key project details before creating it.

Who can use this
  • Client Admins
  • Project Admins

Before you start, make sure the following applies:

  • Prepare the project name.
  • Prepare the project reference and client reference, if used.
  • Prepare the location, start date, end date, and labels.

Open Projects

  1. Select Projects from the left sidebar.
  2. Review existing projects to avoid creating a duplicate.
  3. Select + Create button and choose to create a Project.

Add project details

  1. Enter the Project Name.
  2. Add the Project Reference and Project Client Reference if required.
  3. Add project labels if your organisation uses labels.
  4. Select Next.

Add location details

  1. Enter the project location.
  2. Use an address, postcode, what3words, latitude, or longitude.
  3. Select Next.

Review and create

  1. Check the project details on Review & Submit.
  2. Go back if anything needs changing.
  3. Select Create Project only when the details are correct.
Limitations and things to be aware of
  • The project already exists: Search by project name, reference, client reference, label, or location.
  • The location is not found: Try a postcode or a more specific address.
  • You cannot create projects: Check that you have the correct admin role.