How to Create a New Project
Learn how to set up a new project within your management platform by assigning locations, work order numbers, and managers. This guide walks you through the essential steps to ensure your project is properly categorized and organized for your team.
Project Setup
1. Click "Projects"
2. Click the Add Project icon.
Project Details
3. Click Select Location
4. Select the location that the project work will take place
5. Enter the project name like "Fix Bathroom"
6. Enter a work order number if you have one. Caliche will also generate a separate project number on project creation.
7. Select a time frame for work to be complete by
8. Click the Project Type field.
9. Select a project type
10. Click "OK"
Team Assignment
11. Click "Add User"
12. Select the users that will work on the project
13. Save the selected users.
Project Manager
14. Click "Change Manager"
15. Select an admin user from the list of users on the project
16. Save the project.
