Creating Projects

Learn how to create and set up construction projects in Teralo. This guide covers project creation, configuration, and initial setup.

Creating a New Project

From the Dashboard

1. Go to your Organisation Dashboard
2. Click Create Project or the + button
3. Enter project details

Project Information

When creating a project, provide:

• Project Name: A clear, identifiable name
• Project Description: Brief overview of the project
• Project Type: Residential, Commercial, Industrial, Infrastructure, etc.
• Location: Street address and coordinates
• Start Date: Expected project start
• End Date: Expected completion date

Project Settings

Basic Configuration

After creation, configure your project:

1. Open the project
2. Go to Settings
3. Configure:
   • Project details and description
   • Location and address
   • Project photo/cover image
   • Contact information

Dashboard Customisation

Customise what appears on the project dashboard:

1. Go to Settings > Dashboard
2. Enable or disable dashboard cards:
   • Recent Activity
   • Team Members
   • Open Items
   • Weather Widget
   • Custom Messages
3. Arrange card order
4. Save changes

Project Tools

Configure project-specific settings:

1. Go to Project > Tools
2. Set up:
   • Mail types and statuses
   • Document types and statuses
   • Contract types
   • Budget codes and cost types
   • Procurement categories

Adding Team Members

Initial Team Setup

After creating a project:

1. Go to Project > Directory
2. Click Add Person
3. Add team members from your organisation
4. Invite external collaborators
5. Assign permission templates to each person

Typical Team Structure

Consider adding:

• Project Managers: Full project access
• Document Controllers: Document management focus
• Site Managers: Quality and safety access
• Consultants: Limited view access
• Clients/Guests: Dashboard and document viewing

Setting Up Documents

Folder Structure

Organise your document library:

1. Go to Project > Documents
2. Create folders for:
   • Drawings
   • Specifications
   • Reports
   • Contracts
   • Correspondence

Initial Document Upload

Upload key project documents:

1. Click Upload or drag and drop files
2. Enter document registration details:
   • Document number
   • Title
   • Revision
   • Document type
3. Add to appropriate folder
4. Set initial status

Configuring Mail

Mail Setup

Configure mail for the project:

1. Go to Project > Tools > Mail
2. Set up mail types you'll use
3. Configure mail statuses
4. Create mail templates for common correspondence

Mail Signatures

Set up project-specific signatures:

1. Go to Settings > Tools > Mail Signatures
2. Create signatures for different contexts
3. Set auto-application rules

Project Checklist

Teralo tracks your setup progress. Complete these items:

• Add project details and description
• Upload project photo
• Set up team members
• Configure mail settings
• Set up document structure
• Add budget codes (if using contracts)
• Create permission templates
• Customise dashboard
• Add initial documents

Best Practices

Project Naming

Use consistent naming conventions:

• Include project number if you have one
• Include location or client name
• Make it easily searchable

Permission Templates

Before adding people:

1. Review existing templates
2. Create project-specific templates if needed
3. Plan who needs what level of access

Document Organisation

Start with a clear folder structure:

• Easier to maintain long-term
• Helps team members find documents quickly
• Supports consistent naming conventions

What's Next?

After creating your project:

1. Invite guests and stakeholders
2. Upload project documents
3. Set up mail correspondence