Project setup
Create a project, generate floors and units, fill the units table, add your team and decide who may do what.
- 1 Create a projectCreate a new project with its floors and units, edit its name, dates and status, copy an existing project's plan, and set what floor 0 is called.
- 2 Floors and unitsCreate units floor by floor with exact floor lists (cellars, stilt, skipped floors), add or replace units, add single units like a clubhouse, and rename floor-0 names.
- 3 The units tableSee every unit with its type, configuration, facing, area, price and sale status; select by floor or series; edit many units at once; download to Excel.
- 4 Team and peopleCreate logins on the People screen, add people to a project's Team with a role, and set Confirms materials, Can sign off and Can correct logs.
- 5 Roles and permissionsWhat each built-in role (Owner, Admin, Engineer, QC, Supervisor) can do, what every tick in a custom role means, and how project visibility works.
- 6 Project settingsProject setup → Details (name, dates, status, material reminder, plan-for-next window, plan-change reason) and Worker categories.
Still need help?
Ask your project owner or administrator — or check the FAQ and troubleshooting pages.
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