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en:diary:projectsetup

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Project and Project team set up

You must have appropriate permission assigned in the domain to create and configure your project. If you work in your private domain, you own these permissions as default. If you work in a company domain, you need Create new project permission to create one and/or Administrate project permission to edit data in Companies, Members, Company roles and Member roles tabs. For more information, see part User permission

Project set up

You can create a new building with the icon on the left under the building name .

You can create a new project by using button + New Project.

Project image - insert an image that will help you distinguish the building in the list of buildings. Dimensions of 320×320 pixels are recommended, the image will be partially adapted even if it has other dimensions.

Project name - enter full project name.

Project short name - this short project name is used when the full project name is too long.

Domain - you need to choose a domain to which the new project will be added. You can see only the domains in which you have a “Create new project” permission. If you don't see the domain you need, contact your domain administrator to create a new project for you or to grant you the necessary permission.

Project commencement and completion date - project contract dates.

Project location - text description or by clicking on the map to determine the location

Other – Choose the modules you will use

Project with single diary – Default this option is checked and it means that the log will be created automatically. If you are planning a building site with multiple diaries (subcontract, construction, or other), uncheck this option.

Project template - Only the administrator has the option. It allows him to mark the building he is establishing as a model. Then configure it as you needed.

When you open the map, the application will try to find your current location, and you may be asked to enable the access to your location information. Clicking on the map places the cursor on the position of the project. Press the OK button to confirm the position and transfer the coordinates to the application.

Construction Configuration

After establishing the construction site, it is necessary to create a construction project team. You can add other companies with the button + New. Then fill in the details.

Company role - Select a role from a present list. Additional roles can be added on the Compan Role tab.

Company ID - The national identification number of the registered company

Companies are listed in order as they are inserted, so we recommend starting with the main participants - the employer/owner, the contractor, the designer and then the subcontractors and other companies.

You can expand the company information so that it's members can be seen. You can assign members to the company immediately when you create new project team members. Or you can do it any time later.

Company Roles

In this list, the most common roles of companies on the construction site are predefined. You can add your own roles, specific to your project. Company role can also be renamed.

If you rename the default roles on the list, try not to change the meaning of the role. We recommend creating new role than renaming the existing one.

Team Members

The Members tab contains a list of people who form the project team of the construction project. Every person should be assigned to a particular company.

You can insert new members using the icon Tlačítko Přidat after filling in the edit line.

The meaning of the data fields is obvious from their names.

If a user already has a Buildary account, the telephone number will be taken from the information provided in the user account. Please be sure that the user E-mail on the account and on the team member list do match.

After inserting a new member of the project team, an invitation is sent to his/her E-mail address. From now on, the user has access to the project.

Access to the project doesn't mean that user can enter any dairy. He/she must be added to the diary as an authorized person to be able to enter and work in it.

Team Member Roles

There is a list of roles that can be assigned to the team members in the project diaries. There are permissions defined with each role.

You can create custom roles or even edit default roles. Renaming default role is recommended only if it doesn't change the meaning of the role.

The meaning of each permission is described in detail in a separate help chapter “User Permissions”.

A role is assigned to the user in the “Diary identification”, “Authorized persons” section.

Other Entry Cotegories

There is a list of options which can be assigned to the diary entries in the “Other entry” section. This section contains the most important diary entries and these categories help you to organize and filter the entries easily. You can edit the existing or create new categories according to your needs.

en/diary/projectsetup.1727699619.txt.gz · Last modified: 2024/09/30 14:33 by Lada Svobodová

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