Skip to main content

Creating a project

To easily place and track orders for your construction site, first create a project.
You can add a lot of useful information to this project, such as Check-in@Work attendance registration, alternative delivery addresses or site zones, and project products that the site manager can use to place orders. You can also view the summary of orders linked to your project. But how do you create a project?

In the short demo video, we take you through the steps to create a project. We've also written out the steps for you below.

1

To create a project for your construction site, go to the "Projects" section.

Then click on the button + New.
2

On the first screen, you fill in the project details.

You start by entering the project name. You can also choose to add a project code. Next, you enter the address of the construction site. If necessary, you can adjust the location by dragging the marker pin on the map. You can also use the latitude and longitude to indicate the location. Finally, you also enter the Check-in@Work attendance registration code, if there is one, and indicate the invoicing address. If there is no invoicing address associated with the company account yet, you can create one here.
3

On the second screen, you can add colleagues to your project.

This allows them to see and place orders for this project. An existing user can be looked up via the search bar, a new user can be created via the "+ Add" button. You can skip this step at this time and come back to it later.
4

As a third and final step, you can enter site zones or additional delivery addresses.

You can choose the names according to the needs of your construction site. Examples are Crane 1, Back of the construction site and Windmill 3. This step is also optional and you can modify later.
5

After this, click "Save" and your project is created!

6

When you return to the home screen of the Projects section, you will see an overview all projects.

You can also filter these by project status using the three filter buttons Planned, In Progress and Completed.

Didn't find an answer to your question? I'm happy to help!

Tanika Parton
Customer Success Lead

+32 (0) 475 20 07 50
tanika@betotrace.com
Send me your question