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- Construction Project Tracker
- Process
- Project setup
Project setup
Establish the organization, site and named team member before work is assigned.
Step by step
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Set project context App Administrator
App Administrator creates the organization with its code, time zone and currency, then records a project with a site address, contact and eligibility note.
- Establishes the organization and site for delivery.
- Updates Organizations, Projects
-
Confirm team membership App Administrator
App Administrator links the active team member to the organization and platform user, making the owner selectable for work packages.
- Connects a named owner to the organization and identity.
- Updates Team members, Users
-
Plan work package Project Coordinator
Project Coordinator selects the project and owner, records the subject, due date and budget hours, then moves the package from draft to planned.
- Creates the owned scope under the selected project.
- Updates Work packages, Projects, Team members
Who does what
Roles and permissions- App Administrator
- Maintains organizations, projects and membership; Project Coordinator creates the package; Project Reviewer and Auditor read the resulting context.
Set up Construction Project Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.