Before setting up a new project, it's important to understand what the Project Types or Project Phases mean in the system as this is the first decision to make when setting up a project.
Define project types in the TriBuild Construction Management system.
A user must have permission to add/edit project.
Understanding Project Types (phases)
There are two types, or phases, of projects:
A Preconstruction project is a project not yet awarded or under contract. This includes projects in the bid, negotiation, design and/or budget phase. They are not under contract and your company may or may not be awarded a contract for projects in this phase.
These projects have been awarded to your company and you will have a contract with a client.
Selecting Project Type
A project can originate in the Preconstruction phase and then be moved into the Construction phase easily. To do this, select the Add Project button on the left side menu:
Select the type of project to set up; Preconstruction (per-Award), or Construction (Awarded):
Selecting the Construction phase and importing a preconstruction project, will import all project data from the preconstruction phase to the new Construction project.
Once the project type is selected, you can continue setting up the project.