1. How to Create a Project
1
Open Projects Menu
Click the project selector at the top left of your navigation bar and select + Create New Project.
Screenshot: Project Creation Button in Header
2
Fill Out Project Information
In the project creation modal, enter:
- Project Name (e.g. Skyline Commercial Tower)
- Project Code / ID (e.g. PRJ-2026-004)
- Start Date & Expected Completion Date
- Initial Target Budget
Screenshot: Project Creation Modal
3
Save & Launch
Click Create Project. The new project dashboard will open immediately.
2. How to Join a Project
If an administrator has invited you or sent you a project access code:1
Click Join Project
From your main project list, click Join Project.
2
Enter Invitation Code or Link
Paste the project invitation code or click the direct link provided in your email.
Screenshot: Join Project Modal
3
Confirm Access
Click Join Workspace. The project will now appear in your project list.
3. How to Invite Members to a Project
1
Navigate to Project Members
Inside your active project, open Settings -> Members & Team.
Screenshot: Project Member Management Page
2
Click Invite Member
Click the + Invite Member button.
3
Enter Email & Select Role
Type the invitee’s email address and assign their role (Project Manager, Member, or Auditor).
Screenshot: Invite Member Modal
4
Send Invitation
Click Send Invitation. The user will receive an automated invitation email.
4. How to Switch Between Projects
If you belong to multiple projects, you can switch contexts instantly without logging out.1
Click Project Dropdown
Click the active project name in the top left header bar.
Screenshot: Project Switcher Dropdown Menu
2
Select Target Project
Click any project from the list to switch your active workspace immediately.