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Creating a Project

Learn how to create a new project in SiteWhiz to manage your construction project.

Before You Begin

Make sure you have:

  • Logged in to the Admin app with admin rights
  • A project name (required)
  • Optional: project address, description and project manager

Step-by-Step Guide

Step 1: Navigate to Projects

  1. Click on Projects in the sidebar navigation.

  2. The Projects page shows all your current projects.

Step 2: Open the Create Dialog

  1. Click the New Project button in the top right of the page.

  2. A modal dialog opens with the creation form.

Step 3: Enter Project Name (Required)

  1. Enter a clear, recognizable project name in the Name field.

Good Project Names

  • Use a name that clearly identifies the project
  • Consider adding location or client name
  • Examples: "Main Street 15 Renovation", "De Vries Villa New Build"

Step 4: Add Description (Optional)

  1. Click on the Description field.

  2. Enter additional information about the project.

This field is useful for:

  • Brief project description
  • Special considerations
  • References to external documents

Step 5: Enter Project Address (Optional)

  1. Click on the Address field.

  2. Enter the project address.

Address Usage

The address is used for:

  • Location identification in project overviews
  • Navigation from the mobile app
  • Reports and documentation

Step 6: Select Project Manager (Optional)

  1. Click on the Project Manager dropdown field.

  2. Select a team member from the list of available users.

Project Manager Rights

The project manager automatically receives full access to the project and can:

  • Create and edit items
  • Manage team members
  • Change project settings
  • Generate reports

Step 7: Create the Project

  1. Review all entered fields.

  2. Click the Add button at the bottom of the form.

After Creation

Success Message

After successful creation, a confirmation popup appears with information about your new project.

  1. Click Understood to close the message.

  2. The project now appears in your project list.

Next Steps

After creating your project, you can:

Action Description
Configure Settings Adjust project details and preferences
Invite Team Add team members to the project
Upload Documents Add PDFs and drawings
Create Items Record actions and tasks

Required vs Optional Fields

Field Required Notes
Name Yes Short, recognizable project name
Description No Additional project information
Address No Location of the construction project
Project Manager No Person responsible for the project

Default Values

New projects automatically receive the following default values:

Setting Default Value
Status Active
Phase Planning
Currency EUR

You can adjust these later in Project Settings.

Troubleshooting

Add Button is Disabled

The Add button remains disabled until you enter a project name:

  • Check that the Name field is filled in
  • The name cannot be empty

Project Doesn't Appear

If your project doesn't appear after creation:

  1. Refresh the page with the refresh button
  2. Check your filters - they may be hiding the new project
  3. Check that you have the correct tenant/organization selected

No Project Managers Available

If the project manager dropdown is empty:

  1. First invite team members via User Management
  2. Ensure invited members have activated their accounts
  3. You can assign a project manager later