How to set up projects
This guide explains how to create a new project in Intuety and review the key project details before creating it.
Projects (or sites) are the folders that hold your jobs and RAMS. This guide shows you how to create one.
Who can use this?
- Client Admins
- Project Admins
New Project is only available to paying customers. Sponsored (non-paying) supplier organisations see it greyed out.
Before you start
- Search existing projects first so you do not create a duplicate.
- Have ready: the project name, project reference and client reference (if used), location, start and end dates, and any labels.
How do I create a project?
- Select the Create button and choose New Project.
- Project Details: enter the Project Name, plus the Project Reference, Project Client Reference, Project Labels, Start Date and End Date if your organisation uses them. Project Sector is filled in with your organisation's default sector; change it if this project is different. Select Next. Project Name is required; the other fields are optional.
- Project Location (Optional): enter an address, postcode, what3words, or latitude and longitude, or leave it blank. Select Next.
- Review & Submit: check everything. Go back if anything needs changing. Select Create Project.
What next?
- Create jobs in the project. See How to create a job and upload RAMS.
- Add subcontractors to the project from the Collaborators tab or the Supply Chain portal. See How to manage collaborators and suppliers.
- Update details any time in project settings.
Common questions
- The project already exists: search by name, reference, client reference, label or location.
- The location is not found: try a postcode or a more specific address.
- I cannot create projects: New Project only appears in the Create menu if you have the Project Admin or Client Admin role.
Related articles
Still need help?
Ask our live chat, email support@intuety.io or call 02922 710 527. Include the Job ID (shown in Job Quick View) if your question is about a specific job.