Project Familiarisation

The Projects area is a structured workspace where your projects or sites are organised. Each project works like a folder, holding its jobs, RAMS and documents.

Which projects can I see?

• All projects belonging to your own company.
• Projects from clients or principal contractors that your company has been added to.
• You can always see your company's other projects, so you can share knowledge and reference previous risk assessments.

How are projects ordered?

• Projects you have worked in recently (creating jobs, uploading, reviewing) move to the top automatically.
• Select the push pin icon at the top right of a project tile to pin it to the top.

How do I search and filter projects?

• Search: name, reference, client reference, label or location.
• Company: show projects for a particular client or supply chain organisation.
• Labels: show projects with a chosen label.
• Sort By: Default, Name, Date Started, RA Awaiting Review, RA Accepted, RA Rejected or Most Recent RA, ascending or descending. RA means risk assessment.
• Completed projects: select View Completed Projects from the Sort By menu.
• Grid or list view – switch how projects are displayed.
• Clear – remove all filters.

Common questions

• I cannot see a project: see I cannot see the project I am looking for?.
• How do I create a project? see How to set up projects.

Related articles

• Labelling projects
• How to use project jobs and filters

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.