Your first project

This article walks you through setting up a project from nothing to the first update from site. It takes about an hour for a typical apartment block. You need an Owner or Admin account type to create projects.

Before you start#

Keep these ready:

• The project name, location, start date and planned handover date.
• The floor list — cellars, stilt, typical floors — and how many units each floor has.
• The names, emails and phone numbers of the people who will use Konkat, and what each one does.
• Unit details if you have them: configuration (2 BHK, 3 BHK), facing, saleable area, carpet area, base price.

In the examples we set up Sunrise Residency, Kompally: a cellar (B1), a stilt floor (0) for parking, and flats 101 to 804 — four per floor.

Step by step#

1. Create the project — open Projects in the left menu and tap New project. Fill the name, location, start date and floors. Konkat makes the flats for you. See Create a project.
2. Fix the floors and units — open Project setup → Units. Add or replace units floor by floor (for example 1-8 with 4 units per floor), and add single units such as a clubhouse or game room. See Floors and units.
3. Fill unit details — in the units table below, tick a series (every flat 01) or a floor and use Edit selected to set configuration, facing, area and price for many units at once. See The units table.
4. Add the team — open Project setup → Team. Search each person, choose their role and tap Add to project. Use + New person for someone who has no login yet. Only people on the Team can see the project. See Team and people.
5. Check the settings — open Project setup → Details and decide whether a reason is Mandatory or Optional when plan dates change after the start. See Project settings.
6. Build the plan — open Plan. Use From template to add a slab cycle for each floor, and + Task for one-off work like the compound wall. Link tasks so that delays push the work after them. See The Gantt chart and Templates.
7. Start recording on site — the supervisor opens Update progress to mark floors or flats started and done, sends Daily log entries, and fills the Workers sheet each day. See Update progress.

Name floor 0 first#

On the Projects screen, an Owner or Admin can set what floor 0 is called on every project — for example Stilt with the short label S. Unit names on floor 0 use this label (S01, S02…). Do this before you create units so the names come out right. If you change it later, use Project setup → Units → Rename existing names… to update older units and tasks.

What the team sees#

As soon as you add someone to the Team, the project appears in their project switcher at the top of the left menu (or under More on a phone). What they can open depends on their role: a Supervisor does not see Project setup, a Storekeeper sees Stock but not Sales, and so on.

Copying a project you already have#

If your new building is like an old one, use Copy next to the old project on the Projects screen. It copies the whole plan — tasks, links, durations, materials lists and rooms — shifted to the new start date. Progress, logs and photos are not copied. See Create a project.

Common questions#

I don’t see New project.#

Only people whose account type is Owner or Admin can create projects. Ask an owner to change your account type under People.

Do I have to finish the units before planning?#

No, but tasks recorded Per flat & room pick up the flats on their floors. If you add flats later, Konkat adds them to those tasks automatically.

Can I start with a few people and add more later?#

Yes. Add people to the Team at any time; they see the whole history of the project from the moment they are added.

Related: Quick start by role · Finding your way around