Start work at a new site or project

Create the job, add the crew, connect the material and give them their first work.

For administratorsPortal4 min read

Uses: Company setup, Jobs, Documents, Planners, Forms and Time.

1. Create the job Add the job, its dates and address. Add child jobs for areas or phases. How
2. Add the crew Add people and groups, and mark who manages it. How
3. Add cost codes Add the codes people will track time against. How
4. Connect material Link the procedures, planners and courses for the job. How
5. Give them work Assign the start-of-shift form and the planners the crew will run. How
6. Check readiness Make sure the right Tap In checks apply to the crew's groups. How
7. Watch it start Open the job's overview and work through Set up this job. How