Creating a project

Project details, why coordinates matter and creating projects inline.

Create a project from New project in the project register, from Quick Add → Project on the Dashboard, or inline while booking a job.

The essentials

  • Project name — usually the site address, for example 453 Victoria Street
  • Site address — the full address including suburb, state and postcode
  • Client — who the work is for

Coordinates

Setting the project's latitude and longitude is optional, but it drives several things:

  • The project appearing on the GIS Map
  • Its jobs appearing on the Dashboard's Live jobs map
  • The Site preview in the Create Job wizard
  • The Project location map and Get directions on the project record

Without coordinates the project still works normally — it just can't be plotted. If you see this project does not have saved coordinates yet anywhere in the application, this is what it means.

Creating a project inline

The Create Job wizard has a New project tab, so you can book work at a brand-new site without stopping to create the project first. The project is created with the details you provide and can be filled out properly afterwards.