Project Overview

The Project Overview Tab is to see, add, and modify all the basic details of the project. Add project information, important dates and to-do lists, pre-list and arrange your stages, share access to the project, add attachments and monitor the project's exports and activities.

Project information

The Project Information is composed of the primary data like the project name, client name, status, labels, the user owning the project, and the date the project was created in Groundplan.

To add or edit your project information:

1. Either click the EDIT option on Project Details; or
2. Click directly on the details or the pen icon to open the text box.
3. Click the Save Changes button to finish;

The project details you can add or edit are:

1. Name of the project - this will show in the project list;
2. Description of project or scope of works;
3. Client - who the project is for;
4. Project Statuses are progress labels to help manage the project. They can be used visually and as filters on the main projects page. e.g., the status of Ready for review lets you know the estimator has completed the take-off, and it is ready to be reviewed.
5. Project Labels are commonly set up as the type of work done, type, or means of categorising your project. These as visual guides and a filter on the main projects page.
6. Project Owner: Only an Administrator of the account can change the project owner. To change this data, click on the project owner's name, and click on the new owner on the drop-down menu. Click the Save Changes button.

Important dates

Add important dates for this project, e.g., tender due, supplier quote due, predicted start date.

1. Click the Add button on Important Dates;
2. Add a description;
3. Select a date using the date selector;
4. Select a time using the time selector;
5. Click the Save button.
6. Repeat as required.

These dates will show in your Groundplan Calendar and will also sync with your calendars (Google, Outlook, iCalendar) if set up.

Setting To-do’s

To-do's help keep track of the project's progression by quickly defining due dates, set dates on when to send the material lists to a supplier, or when a project has been checked, with the ability to assign tasks to users shared into the project.

The default is the "To-do" list where you can add your tasks.

Add more To-do lists by clicking the green +To-do List button on the page's right side.

To add tasks to your to-do lists:

1. Click the Add new task button;
2. Add a task description;
3. Click the Add button;
4. Click the Assign task button (Optional);
5. Select the regular assignee for this task from the dropdown list (Optional);
6. Click the Save button.

Repeat for all tasks required on this project.

Edit, Rearrange and Delete tasks on a project

1. Edit the Task details: Either click onto the task name to edit the task name, add or edit the start date, due date, or task assignee, or click on each field to enter their values. Alternatively, click the menu button across the task name and select the Edit option to open the pop-up box and enter the details. Click the Save button to save entries.
2. Rearrange tasks' sequence: Using the drag handles (⋮) to rearrange the tasks within a task list and move tasks between task lists.
3. Delete Tasks: To delete individual tasks, click the menu button across each task names to delete and select the Delete option.

4. Clear task lists: Click onto the menu button next to the task list name, then click on the Clear Tasks option to remove all the tasks from the list.

To delete the entire task list, click onto the menu button next to the task list name, then click on the Delete option to completely delete the tasks and the To-do list.

To complete a task, just click the checkbox on the right of the Task description and it will be crossed out.

5. Re-arrange To-do lists: Use the directional arrows on the top-right of the To-do Lists to change the order of the To-do lists.

Setting up Stages & Measurements

Build the worksheet and pre-define the stages and the measurements within those stages.
To do this:

1. Click the Stages tab;
2. Click Add new stages…;
3. Type the Stage name;
4. Click the Add button;
5. (optional) Click the Stage Actions button (to add a description and/or measurements);
6. Click the Edit option;
7. (optional) Add a stage description;
8. (optional) Select an existing Take-off template ;
9. Click the Save button.

Repeat for all required stages.

When ready to work on a plan and add a stage, select the Link to Worksheet option and choose the stages dded beforehand and add it to the plan.

Sharing your Project

By default, the user who created the project or the project "owner" is the only user who can see and edit it. However, Groundplan lets you share the projects with other users within and outside your account for real-time collaboration.

To share your project:

1. Click the Sharing tab;
2. • The list of users on your account will show on the right side under the Click to share section.
   • Click the users with whom you want to share the project with to move their names under the Who Has Access () section;
3. For users outside your organization/account:
   • Enter their email address and press the enter key on your keyboard. They must be active users in their organisation for their names to be listed under the Invite People list.
   • Once they come up on the list, click on their name, and they will also have access to the project.

Automatically share your new projects with other users

To collaborate with other users regularly, create a Project Template and set up the Sharing settings on it and use it on the next projects.

Attachments

The Attachments page holds all uploaded files, including the plan files, images, logos, etc. These can be downloaded by clicking the file name or the download button.

Scope of works, additional images and supporting files can aslo be uploaded.

Adding Attachments to your Project

1. Upload your attachments to the Attachments page; or
2. Drop the files on the Plans page;
3. Click the Review button;
4. Then select the Save as attachment option;
5. And then, click the Upload button.

This list is especially helpful to access original plan versions, especially after revision, as in the plan tab, the original file gets replaced by the newly revised plan.

The attachments available in this part of the system only stay in Groundplan and do not get copied over as attachments to your quantities export or quotes in your integrated systems.

Exports

The Exports page contains a log of the plan exports made in that particular project.

View export dates, and download earlier versions of marked-up plans as references for revisions.

Exported Quantites (CSV) are not included in the exports list.

Activity Log

The Activity Log is a list of actions made on the project, noting the user who made the change and the activity's date and time.

The log only records the main actions made on the projects, such as:

• The creation of the project, noting if it was created using a Project Template or as a blank project;
• Changing the Project Status;
• Adding important dates;
• Transferring the ownership of the project to another user;
• Sharing the project with another user/s;
• Adding Plan Groups;
• Uploading plans and/or attachments;
• Setting the scale of the plan;
• Creating a stage;
• Adding a stage to a plan;
• Renaming a stage;
• Adding a Take-off Template to a plan;
• Creating a measurement under a Stage;
• Creating a section in a plan;
• Renaming Plans;
• Marking plans as "complete";
• Creating a new plan by snipping an existing plan;
• Copying a plan;
• Removing or Deleting a plan;
• Revising a plan;
• Exporting of plans;