Create a project

Modified on Tue, 29 Oct at 11:45 AM

A project can be constructing, renovating, or refurbishing a building, structure, or infrastructure. Regardless of the scale of the project, the Linarc platform lets contractors of different levels manage their projects from concept level to completion. The all-in-one communication and work-tracking platform enables project managers to communicate, monitor, guide, and track various construction activities on-site. They can create, manage, and handle multiple items like schedules, RFIs, change orders, submittals, cost data, etc.

The preliminary step is to add the project to your Linarc account and enter the project details. Designated personnel from the Owner/developer company, general contractor, architect, and other stakeholders can add their projects to the platform. Once created, they can invite other stakeholders to collaborate on the project. This article explains how to add a new project to the Linarc platform. 

Note: This article explains creating independent projects that are managed individually. Linarc also allows you to add a master project and create sub-projects under it if those are sequentially or combinedly managed. See Master Project to learn more about master projects and sub-projects.
Roles and permissions: Only users with roles possessing 'Create,' 'Maintain,' or 'Manage' permissions enabled for the Project module and 'Manage' permission for 'Company Employees' can create new projects and assign project managers for them.

To create a new project in Linarc

  • Login to the project management portal

The 'All Projects' screen opens by default. 

  • Click the app launcher icon  in the top-right, select 'Portfolio,' and then click 'Project Listing' on the top to open the 'All Projects' screen if you are on a different screen.
  • Click at the top right.

  • Enter the details as required. (Fields marked with red asterisks are mandatory):
    • Project name - A label to identify the project in the Linarc platform.
    • Job ID - A unique alpha-numeric identifier for the project. Job ID cannot have special characters, blank spaces, or lowercase alphabets (10 characters max). The Job ID is useful in specifying the project when doing bulk actions, like uploading job cost data combined for several projects simultaneously.
    • My Role - Whether you are the general contractor, a subcontractor, or Architect. The field is prepopulated depending on your company type as registered with Linarc. 
    • Sub Type - The subcategory of your role in the project. Select your role from the drop-down.
  • Location- The address of the construction site.
    • Start typing the address and choose from the suggestions.
    • Alternatively, you can type the geo-coordinates (with latitude and longitude in decimal degree format) in the 'Site Coordinates' field. The address gets auto-populated.
  • Plus code - Auto populated. The system creates a code based on the longitude/latitude of the location. This code helps receive shipments from delivery/courier services that use plus codes instead of addresses.
  • Site Phone - The phone number of the key person responsible for the site, for example, the construction manager, safety officer, the site superintendent, or a fixed line phone installed on the site.
  • Building type - The classification of the building based on its occupancy and use, whether it is residential, commercial, educational, etc.
  • Building subtype - The subclassification of the building depending on its occupancy and use.
  • Construction type - Nature of the work, whether the building is newly constructed, renovated, remodeled, etc.
  • Stage - The project's progress status. Choose the stage from the dropdown. You can update this field periodically according to the progress of the construction.
  • Site area - The total area of the construction site. Choose the units (sq. Ft or Sq. M) from the dropdown.
  • Start date - Select the day the project work commenced or is planned to start.
  • Estimated end date - Select the planned completion date of the project.
  • Project manager - Choose the project manager to be assigned. The drop-down shows the people from your company assigned roles with the project management functions. Also, you can add more PMs at any time. See this page for guidance on this.
  • Project Picture - Upload an image file featuring the project.
  • Project Description - Add a short description of the project.
  • Click the 'Save' button at the top right to add the project to your account.

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