Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to add new projects, users will need Create permissions for Projects
Adding new projects to your instance can be done in a few simple steps. You can add projects two ways; individually, or imported in bulk. Importing multiple projects is usually done with a new account, so, you likely will be using the individual method more often than not.
Adding Projects Individually
Adding Projects Individually
Adding individual projects is quick and easy.
From the Dashboard, click 'Add New Project.'
You'll see 3 tabs, "Project, Users, Cost Codes"
In the Project tab, fill out all the required fields.
Enter the project's country and city (address and zip/postal code is optional) and click 'Show on Map' to generate the latitude and longitude coordinates.
Click 'Create Project' to bring up the Users tab
The Users tab will appear and you can add your assigned users by name, title, tag, or crew.
Click on the "+" symbol beside each user you want to add or click "Add All" to assign every user listed on your screen
Check "Send Notifications" if you want the selected users to receive an alert that they have been added to the project
Click "Update Project" to set your assigned users
In the Cost Code tab, your project cost codes will appear
Click on the "+" symbol beside each one you want to add, or click "Add All" to add all listed Cost Codes
Click "Update Project" to set your Cost Codes for the project
Adding Projects in Bulk
Adding Projects in Bulk
Import your list of projects all at once.
From the Dashboard, go to "Settings"
Open the "Lists" tab
Click the "Import/Export" tab
Then scroll down to find the "Import Projects"section.
Download the import template by clicking on the "sample CSV file"
Important: To ensure proper formatting of the import file, use the sample CSV file that SiteMax provides.
Reference: Import and export data from and into SiteMax
Once you have properly formatted your data in the sample CSV file, you can proceed to import it into SiteMax. To do this:
Under Lists in your Company Settings, open the Import/Export tab. scroll down to "Import Projects" and click on "Browse". Select the file you want to import, then click on the "Import" button.
Learn more about Importing/Exporting data!