Managing Projects

This article is a guide to managing Projects in FastDraft.

This guide contains the following:

• Introduction
• What is a Project and how to create one?
  • Update Project Status

Related Articles:

• Managing Company Users
• Managing Companies

Introduction

Companies, projects and contracts are the three most important objects you will use in our Contract Management Platform, which allow your users and contracts to be grouped. You can access your contracts from the top right of the toolbar in the platform.

You can manage the companies, projects and contracts in the platform via the left hand panel.

What is a Project and how to create one?

Click Projects on the left hand panel to view all your projects.

A Project is a collection of contracts that you've identified and are managing through the platform. Projects allows contracts to be grouped.  Each Project is managed by a lead organisation and can be categorised by Project type.

It helps your team to stay organised by understanding what contracts are associated with a Project and for managers to report on the progress of your contract across a Project. This functionality also allows subcontracts and main contracts to be grouped as well.

A Project can be created by System Admins and Admin users in the platform, and a number of other ways, for example, automatically from an API call or an API integration, importing in bulk via our API, or you can manually create a new Project as an admin.

You need to be a specific admin user type to create a new Project from the main navigation.

You will be asked to complete the following fields:

• Project Name - A free text field to insert the project name
• Company - Select from the dropdown one of the existing companies on the platform
• Project Type - A free text field - suggestions for type include: Development, Infrastructure, Mechanical and Electrical, Nuclear, Water and Sewage or Other
• Project Code - This must be unique - it can be numbers or characters or a mixture of both.

Once you have created a Project you can assign contracts to it and if you need to, can go back into the Project and update the details.

Update Project Status

If you are a Site Administrator, or a Company Administrator, you will have permission to update the status of a Project. This can be done by selecting one of the three options below: