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A project is a job or site. Grouping subcontractors by project lets you filter the register to one job and share a report for that job alone, without sending anyone your whole register. Projects live under Projects in the sidebar.

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Create a project

Choose New project and enter: The project list shows each project’s code, how many vendors are on it, its status and dates.

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Put subcontractors on a project

  • When adding or editing a vendor, tick Projects this vendor works on. A vendor can be on several projects.
  • When importing, choose Assign to a project: every row in the file is put on that project.
Filter the register by project with the project filter on Vendors.

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Plan limits

Starter includes 3 projects, Core 15, and Pro is unlimited.

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Delete a project

Owners and admins can Delete a project. This removes the project, not the vendors 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.