Projects and workflow
Create a project
A project holds one job: its client, address, boreholes, samples, photos and lab results.
You need the admin or engineer role to make a project. A driller or a tester does not see New project.
- Open Projects.
- Press New project. A form slides in. It says: "Start with the basics. Add boreholes once you are on site."
- Fill in the form.
- Press Create project.
The fields
| Field | Notes |
|---|---|
| Project name | Required. |
| Job number | Optional. You can search by it later. |
| Client | Choose from your clients. Add clients on the Clients screen first. |
| Driller | Choose a person from your team. |
| Drilling date | The day you drill. |
| Expected finish | Optional. |
| Street address, Address line 2, Suburb, State, Postcode | Optional. They print on the log. |
A new project starts in the step Drilling. See The project workflow.
After you save, open the project and press Add borehole.
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