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
2 ways to add new projects
1. Individual Addition
To add a single project, follow these steps:
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.
In the Cost Code tab, your project cost codes will appear and you can add them to your project
*from your main dashboard, click on "Add New Project"
*in the Project tab, enter the details of the new project. Click "Create Project"
*In Users tab, add the users you wish to add to the new project. Select by user name, title, tag, or crew. Click "Update Project"
*in the Cost Codes tab, select the cost codes you wish to add to your new project and click "Update Project"
2. Bulk Addition
Dashboard > Settings > List Tabs > Import/Export Data
For adding multiple projects at once, follow these steps:
From the Dashboard, go to "Settings"
Tab over to "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 has provided.
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:
Importing in SiteMax: click on "Browse" and select the file you want to import, then click on the "Import" button.
