Setting up a project

A project is where the work happens. It takes the estimated scope from a bid and turns it into a scheduled, tracked, dispatchable plan. Most projects start from an awarded bid, but you can also create projects manually for work that wasn't formally bid.

Creating a project from a bid

1. Award the bid by changing its status to Awarded
2. Click Convert to Project on the awarded bid
3. The project is created with the bid's customer, site address, and line items already populated
4. Review the project details — name, start date, and estimated duration
5. Navigate to the Timeline tab to start building the schedule

Creating a project manually

Navigate to Scheduling and click New Project. Enter the customer name, project name, site address, and estimated start date. Manual projects don't inherit line items from a bid, so you'll add work blocks directly on the timeline. Use this for small jobs, time-and-materials work, or emergency dispatches that skip the bidding process.

Project details

Every project has a detail page showing its core information: customer, site address (with verified location and drive time), contract value (from the bid), status (Active, On Hold, Completed), and key dates. The detail page also shows summary metrics — percent complete, earned value, and cost difference — once work is underway.

Baseline schedule

After creating a project, the first timeline you build becomes the baseline schedule. The baseline is the original plan — it's saved as a snapshot for comparison as the project progresses. Earned value analysis, schedule difference, and on-time metrics all compare current progress against the baseline. Changes you make during the project are tracked as deviations.