0. How to Start a Project

In this article


Who can create a project?

Projects can be created from both the WebApp and MobileApp.

By default, only users with one of these Admin roles can create a project:


  • Owner
  • Co-owner
  • Admin

These roles have account-level permission to create projects and invite members into projects.

Create a project

To create a project:


  1. Go to the Projects page.
  2. Select New Project.
  3. Enter the project details:
    • Project Name
    • Location
    • Duration or Start and End Dates
  4. Save the project.

Once the project is created, you can open it and start setting up the project team and project features.



What happens after the project is created

When you create a project, GoBuid automatically adds you to the project with the highest Project role: Manager.

This gives you permission to manage the project setup, including project details, project members, and project access.


Admin roles and Project roles are separate:


  • Admin role controls what a user can do at the account level.
  • Project role controls what a user can do inside a specific project.

For example, a user may have permission to use GoBuid as a company member, but they still need the right Project role to manage members, edit project details, or access project features inside a specific project.



Add members to the project

After creating a project, project Managers can invite other Group members to join the project.

When adding a member, choose:


  • Project role: controls what the member can access and manage inside the project.
  • Team tag: helps organize members by team, trade, company, or responsibility.

Use roles and team tags to make sure each person has the right access for their work.



Project roles and permissions

Project roles have their own permission settings.



A Project role can control actions such as:


  • managing project members
  • editing project details
  • archiving or deleting a project
  • accessing project features and records

The default highest Project role is Manager. Managers usually have full project-level access.


Other Project roles can be configured with different permissions depending on how your company wants to manage access.



Pin and navigate your project

You can pin a project to keep it near the top of your project list.


Inside a project, you can move between project features such as:


  • Progress
  • Manpower
  • Equipment
  • Budget
  • Forms
  • Tasks
  • Docs

Use these sections to manage daily project operations and keep project records in one place.





Typical workflow

A common project setup workflow looks like this:


  1. Create a project from the WebApp or MobileApp.
  2. Confirm the project name, location, and duration.
  3. Open the project.
  4. Add Group members to the project.
  5. Assign each member the right Project role and team tag.
  6. Create or import Progress Activities.
  7. Start recording progress updates and daily project activity.

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