
Projects: each job, its code and how many subcontractors are on it.
Create a project
Choose New project and enter:
A project needs a name and a code of its own.
Put subcontractors on a project
- When adding or editing a subcontractor, select Projects this subcontractor works on. A subcontractor can be on several projects.
- When importing, choose Assign to a project: every row in the file is put on that project.
Mark a project completed or archived
Choose Edit on a project and set Status:- Active: work in progress.
- Completed: the job is finished. The project, its subcontractors and its shared reports stay as they are.
- Archived: put away. It no longer counts towards your plan’s project limit. Its subcontractors stay in your register and its shared reports keep working.
Plan limits
Starter includes 3 projects, Core 15, and Pro is unlimited. Active and completed projects count; archived ones do not.Delete a project
Owners and admins can Delete a project. This removes the project, not the subcontractors on it: they stay in your register, unassigned, and the confirmation says how many. Any share link scoped to that project is removed with it and stops working. Deleting cannot be undone.Projects do not carry their own insurance requirements. Requirements come from the template assigned to each subcontractor, whichever projects they are on.