Create A Project

Overview

Creating a Project in OneCrew establishes the record that will be used for estimating, proposals, scheduling, and the rest of the job process. This page explains how to open the New Project page, select the correct related records, complete the required details, and create the Project.

Before You Start

Before creating a Project, search OneCrew to confirm that the correct Account, Contact, and Site already exist.

Open the New Project Page

There are two ways to begin creating a Project:

• Click the plus button and select New Project.
• Click New Project from the right side of the Projects area.

Select the Contact, Account, and Site

On the New Project page, select the Contact, Account, and Site associated with the Project.

Use existing records whenever possible. Only create a new Account, Contact, or Site after confirming that the correct record does not already exist.

Complete the Project Details

Complete the required Project information. Fields marked with a red indicator are required. OneCrew automatically generates the Project ID in the current year-number format and selects the standard checklists.

• Select whether the work is self-performed or subcontracted under Relation Type.
• Add the appropriate team members under Salesperson, Project Manager, and Other Assignees.
• Complete any applicable options, including Intercompany Job, Schedule Date, Budget Job, and Tax Exempt.

Create the Project

Review the information you entered, then click Create.

OneCrew will open the newly created Project page.

Next Step

After the Project has been created, continue to Create Estimate and Send to the Customer.