Create a Template Project in Plexa | Scribe

Create a Template Project in Plexa

  • Ayman Khalaf |
  • 0 step |
  • 2 minutes
  • PlexaproPlexapro
Click "Settings"
Click "ADD PROJECT"
Complete the "Name" field.
Select a Project Status.
Complete the "Project Number" field.
Select a Client Name or Create one by clicking the '+' icon.
Select a Project Category.
Upload a Project Image.
Complete the Project Overview.
Complete the "Project address" field.
Complete the "Preliminaries Cost" field (Non -Mandatory)
Complete the "Construction Cost" field. (Non -Mandatory)
Complete the "Consultant Cost" field. (Non -Mandatory)
Click "Add from Global Directory" to add Project Members to your Project.
Click the "Search Orgs or Users" field to Search for Project Members within the Global Directory, if users do not exist in the Plexa Global Directory click 'Add New Org' to add them into Plexa.
After you search or create a new organization click "Add to Project" to add the users into the Project.
Click the exit icon to return to creating your project.
Click "ADD LOCATION" to add Locations to your projects (Non-Mandatory). These locations are used to link a Defect, Permit or Quality Plan to a Building location.
Complete the "Enter Location Name" field such as 'Building A'
Click the "ADD AREA"
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