In this article
- VIDEOS: Using projects
- ACTIVITY: Test your learning
- Want to know more?
What are projects?
A project contains all the data needed to produce a scope of works required for a tender. It contains all of the information required to deliver a project, such as the site address, contact details, rate build-ups, bill of quantities, fixed costs, tenders and more.
Once a tender has been accepted by a client, the project data is transferred to an on-site version of the project, with the functionality to manage and track the project until its completion.
Using projects
Overview of the project homepage
How to add a project
How to edit a project
How to delete or archive a project
How search for a project using filters
Adding folders, documents and links
Please note that the information presented in the video or screenshots may not reflect the current state of Chalkstring due to recent updates.
Test your learning
Now that you have learned more about projects, try them out for yourself. The following activity documents contain practice examples to apply what you've learned.
Want to know more?
- Previous topic: Product templates
- Next topic: Creating a baseline assessment
- Learning programme activities