Manage Projects

Tasks

Steps

Add Project

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Navigation Path

Admin > Projects

Notes

Use this to add a new project to the BuildTopia account.

Steps

1. Select the Add Project link.
2. Complete all required project information.  Use text fields and pull-down menus to enter:
• Project Name
• Company Name
• Project Administrator
• Project Manager - The Project Manager displays in BTService on the owners records. It records the person responsible for the management of the project.The project manager field is used primarily for BTService only customers that want to know who was the project manager during the construction process.
• Project Address; City, State or Province, Zip, Country, County
3. As desired, use text boxes and pull-down menus to enter optional information.
4. Select Save to save the project information and return to the Projects screen.  As necessary, select Cancel to delete project information and return to the Projects screen.

Modify Project Information

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Navigation Path

Admin > Projects

Notes

Use this to update an existing project in a project.

Steps

1. Select the Edit link for the specific project to be modified.
2. Select Save to save changes and return to the Projects screen.

Archive/Delete Project

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Navigation Path

Admin > Projects

Notes

Use this to archive an existing project.  An archived project will still appear in BTService.

Steps

1. Select the Edit link for the specific project to be modified.
2. Change the Status field to Archived.
3. Select Save to save changes and return to the Projects screen.