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Creating a Project

This resource explains how to create a new project in Bobyard from the main projects dashboard. It covers the required fields, optional details, and the final step to create the project record.

Key Steps

1. Open the Projects Dashboard

Step image 1

  • Log in to Bobyard.

  • Confirm you are on the general Projects Dashboard after opening the platform.

  • Use this dashboard as the starting point for creating a new project.

2. Start a New Project

Step image 2

  • Locate the Add New Project button in the top-right corner of the dashboard.

  • Click Add New Project to begin the project creation process.

  • Wait for the system to prompt you to choose a project source.

3. Choose the Project Source

Step image 3

  • Select whether the project will be created from:

    • A drawing set, or

    • Aerial imagery

  • For this example, choose Drawing Set.

  • Click Continue to move to the project information form.

4. Enter Required Project Information

Step image 4

  • Fill in the required fields:

    • Project Name

    • Project Lead

  • Enter any additional details you have available, such as:

    • Address

    • Client

    • Start date

    • Bid due date

  • Only the project name and project lead are required to proceed.

5. Review Default Project Lead and Optional Fields

Step image 5

  • Confirm the Project Lead is correct.

  • Note that the project lead defaults to the account owner or the person responsible for the account.

  • If needed, update the project lead to the estimator or team member accountable for the bid.

  • Leave optional fields blank if the information is not available yet.

6. Create the Project

Step image 6

  • After verifying the required information, click Create Project.

  • Confirm the project is created successfully and appears in the system.

  • Proceed with the next project setup steps as needed.

Cautionary Notes

  • Required fields: The project cannot be created unless Project Name and Project Lead are completed.

  • Source selection matters: Make sure you choose the correct starting point (Drawing Set or Aerial Imagery) before continuing.

  • Default project lead: The system may auto-fill the project lead based on the account owner; verify this is the correct person before creating the project.

  • Optional fields: Address, client, start date, and bid due date are optional, but adding them early can help keep project records organized.

Best Practices

  • Prepare the project name and lead before starting to reduce setup time.

  • Add client and address details when available to make the project easier to identify later.

  • If your team uses clients frequently, create or select the client record first so it can be linked during project setup.

  • Review the form once before clicking Create Project to avoid having to edit the project immediately after creation.

Link to Course

“Setting Up a Project” Course

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