Create a New Project

Create a New Project



Purpose

Effectively set up, maintain, and add users to your projects in Commnia, fostering seamless collaboration and efficient project management within the platform. 

Consideration 

  1. Only Administrators have the ability to create projects 

Steps 

1. Create a Project

Navigate to the menu bar icon and search Create New Project.


2. Complete Project Details


  1. A pop-up window will appear, select the stage of the project and confirm.

  1. Fill in the required information in the Details Tab, click Save and Create Licence. 


3. Licence Project

  1. Once you have clicked Save and Create Licence, the following screen will appear for review.
  2. Check the disclaimer if all details are correct.
  3. Click Submit.


You will receive an email outlining your new Project License Request as per the below example.

Commnia will review the request to create licensing and send a follow-up email to confirm Project has been successfully licensed.


4. Additional Details

Complete Additional Details Tab with any information you would like recorded for your new Project.

Contract Types has a dropdown selection of a set of contracts that can be applied to Project Type.



5. Add Users to the Project

Click on the Users tab to manage Users.

Any Contact in this list will be able to access the Project in Commnia. If they are flagged to Receive New Documents, they will be included in document transmittal’s when revisions are updated.

Click on Add User to open the user selection screen.



The Global Contact List will pop up, you can filter by advanced search options. For example, you can narrow down the list by Job to give you a contact list of all those involved in a particular job, Trades, painters, electricians etc.

To add these contacts to the new project, click the checkbox next to each name and click Add Selected Users.



6. Document Controller

Every project must include one Document Controller.

1. Enable this option if you would like email notifications to be sent out when documents are approved or rejected in the document register. If you disable, you can still send email notifications via manual selection.  
2. Click on Add Users to add users to the Document Controller List.



The Project Contact List will pop up, and to add these contacts, click the checkbox next to each name and click Add selected users. 



7. Settings

You can specify Project-specific settings under the Settings tab.



1. You have the option to enable the Site Manager email notification to notify assignees when the status has been updated. 
2. You also have the option to set the frequency of Site Manage activity report. If you disable this option, you will need to manually email a summary report of all defects by the company to ensure that they are addressed. 
3. The Estimator Contact option is a dropdown list of Companies recorded in Commnia, if the Contact/Company is not in the list, click here to see how to add to Commnia directory. 
4. By adding a company as the recipient of EOTs (Extension of Time) in Commnia, you can effortlessly automate them to be the assignee for all EOT requests sent via the Commnia Inbox.

8. Geofencing

Geofencing is a location-service which uses a virtual perimeter to detect whenever a user enters or exits the worksite, this will be recorded in Site Diary. 

The perimeter will automatically be located based on your project address. 

You will have the ability to move the perimeter to any location desired, once you have chosen the desired location click Save. 
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