<aside> 💡 In this section, you will learn what can be found on the Project page and how to create a new project.

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List of content

The Basics

Project list

Once inside the module, a list of options opens on the left side with the Projects list sorting options [1].

By default, the “by type” sorting option is selected.

In the second section, you can see the list of your projects [2]. You can scroll through them with your mouse wheel or find your project using the search option [3] on the top.

Project Menu

Once you select a project, a list containing the product and components [4] is located under its name [5].

On the left side, you will see the Project’s structure filter options [6], which allow you to change the view of the component list based on the structure type you want to see. This means that if you want to see all the systems and elements related to a certain structure, you can select, e.g., System and the component hierarchy will show all the system components and all the structures related to it.

To go back to the original project view, you need to click on the project text of the structure filter tree.

Project Details

When selecting a project, the main information is displayed in the center of the page. In the upper displays the main details of the project [7]. There, you are able to edit the most basic information of the project:

1. Description - The name used to identify the project
2. Remarks - could be some instructions or any comment relevant to the project.
3. Constraint Type - indicates the project schedule rule followed for the planning.
4. Type - can be chosen among the various customizable project types.
5. The enabled checkbox allows you to make your project active or inactive. 🎯Project is by default enabled which means that it is an active project and it can be found in the tree of projects by its name. Unselecting the checkbox and clicking on Save will make your project inactive and you won’t be able to see its content in other modules of Floor2Plan. The deactivated project can be found in the Inactive project folder.

Project Tabs

Your project view is composed of different tabs [8] :

1. General: Here you can define the project’s general information.
2. Activities: From here you can ****create milestones or level 1-2 activities. You can learn how to edit an activity in the project here Edit an Activity in your project
3. Properties: You can add or import custom properties and edit them.
4. Allowances: You can add and edit allowances.
5. Files: This allows you to upload and stock files of any type related to your project.
6. Baselines: Allows you to define a baseline.
7. Advanced: In the advanced tab, you can set up ****Cost Code and Planning Code to synchronize your project in other platforms.
8. Calculation Data: You can set up tariffs per discipline and the hourly rate specific to this project.
9. Calculation: Here you can see the total cost of the project which consists of the cost of work in each discipline and the cost of the used materials.

Project - General Tab

Here you can define the project’s general information. You can edit the following:

• Client (Client, Customer): permits you to choose among the clients or customers you have registered in the software.
• Asset: Allows you to choose among the assets registered in the software.
• Status of the project: Indicates the status of the project. Depending on the selected option, the information contained in it will be visible in some specific modules: e.g. Acquisition status will show your project just in the Project module, Scenarios status permits you to see the project in the Scenario’s Gannt chart, and Activities module. Learn more about project statuses Status of the Project
• Production status allows you to see the project on the Planboard, Floorboard, Timesheets and Hours and Progress modules. The statuses are customizable by the clients.
• Constraint Date: indicates the constrained date in which should start or end the project depending on the constraint type selected. Learn more about Constraint Dates Constraint types and planning rules
• Start date: indicates the planned start date of the project.
• End date: indicates the planned end date of the project
• Planning mode (Normal or Strict): determines how your project activities will be scheduled.

Walkthroughs

Create a Project

[1] Go to the Projects Module

[2] Right-click on any type of folder

[3] Select “Add new project”

[1] Give it a name or description

[2] Fill in the desired fields at creation or edit them later after creation

[3] Click on Save

Update project image

User requirements

Requirements and troubleshooting

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