1. How to Create and Set Up a Project

Create a project in GoBuid, set up the project team, assign the appropriate roles and team tags, and start managing your project activities and records in one place.

In this article

Who can create a project?

Projects can be created from both the WebApp and MobileApp.

By default, only users with an account-level Admin role can create a project:

  • Owner
  • Co-owner
  • Admin

These roles also have permission to invite members to projects.

Note: Account-level Admin roles and Project roles are different. Your Admin role determines what you can do at the company level, while your Project role determines what you can do inside a specific project.

Create a project

To create a project:

  1. Go to Projects.
  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, open it to continue setting up your project team and features.

Set up the project

After creating a project, GoBuid automatically adds you to the project with the Manager Project role.

As a Manager, you can manage the initial project setup, including project details, members, and project access.

At this stage, you can:

  • Add project members
  • Assign Project roles
  • Add Team Tags
  • Set up Progress Activities
  • Start using project features and records

Tip: Set up your project team and access before starting your daily workflows so each member has the appropriate access from the beginning.

Add members to the project

Project Managers can invite other members to join the project.

When adding a member, assign the following:

Project Role

Determines what the member can access and manage within the project.

Team Tag

Helps organize members by team, trade, company, or responsibility and may be used in project workflows.

Use Project Roles and Team Tags together to make sure members have the appropriate access and are grouped correctly for your project workflows.

Project roles and permissions

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

Project roles determine what a member can do within a specific project.

Depending on the role's permission settings, a member may be able to:

  • Manage project members
  • Edit project details
  • Archive or delete the project
  • Access project features and records

The default highest Project role is Manager, which usually provides full project-level access.

Other Project roles can be configured with different permissions based on how your company manages project access.

Important: Having an account-level Admin role does not automatically determine a member's Project role. Project permissions are managed separately for each project.

Pin and navigate your project

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

Inside a project, you can access different project features, such as:

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

These sections help your team manage daily project operations and keep project information and records organized in one place.

Typical Project Setup

A typical project setup looks like this:

  1. Create the project from the WebApp or MobileApp.
  2. Enter the project name, location, and duration.
  3. Open the project.
  4. Add the required project members.
  5. Assign each member the appropriate Project Role and Team Tag.
  6. Set up or import Progress Activities.
  7. Start recording project progress and daily project activity.

What you'll have after setup

Once your project is configured, your team can work from the same project space to manage activities, people, equipment, forms, tasks, documents, and other project records.

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