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How to add a New Project?

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Go to Projects

  • Click the left menu and Select Projects
  • Click on the green Add button at the top right-hand side of the screen.
  • A New Window will open showing 3 Steps for Creating a New Project

Step 1: Add Project Stretch

  • Enter the Project Type (See Figure 1)
  • Indicate the Project ID (See Figure 2)
  • Indicate the Funding Type (See Figure 2)
  • Indicate the Borough where the Project is located (See Figure 2)
  • If this Project requires multiple stages, then select ‘Yes’ for Stages Required field. (See Figure 2)
  • Add the Estimated Cost for this Project (See Figure 2)
  • Add the Estimated Delivery Date for this Project (See Figure 2)

Step 2: Define the Project Stretch

  • Enter the First Intersection of the Project Stretch. Provide the main street and cross the street. (See Figure 3)
  • Enter the Last Intersection of the Project Stretch. Provide the main street and cross the street. (See Figure 3)

Step 3: Add each Intersection along with the associated Elements (work types)

  • Enter the first intersection where work will be performed. Provide the main street and cross the street. Once entered, an intersection marker will be placed on the map.
  • Click the “Add element” button. An Element Pin will be placed on the map at the intersection that was previously defined. (See Figure 4)
  • Indicate the Element parameters: (See Figure 5)
    • Direction: corner direction where the Sub Project is located
    • Work Type: type of work that is being performed
    • Funding Type: type of reimbursement that will be used to cover Sub Project cost
    • Notes: add any additional notes for the Sub Project
  • Continue this process for each Intersection & Sub Projects within the Project Stretch.
  • Finally, after everything is done click on “Finish”.

Step 4: Assign the EIC, Project Yard and Crew Leader

  • Once your new Project has been added, go back into the Project screen and open the project by clicking the eye icon (See Figure 6).
  • Open the Engineer Card and Select the EIC, Yard and Crew Leader (See Figure 7).
Figure 1
Figure 2
Figure 3
Figure 4
Figure 5
Figure 6
Figure 7
How to Add a Project

Permissions: Planner

Updated on January 22, 2020

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