Creating a project in TIA Studio allows you to manage selections, assign team members, track time, and organize all project details in one place.
Follow the steps below to create a new project.
Step 1: Start a New Project
- From the All Projects page, click + New Project in the top-right corner. The Create New Project window will open.
Step 2: Enter Project Details
Complete the required project information:
Project Information (required)
- Project Name
Enter a recognizable project name (e.g., address or community name). - Project Type
Select the project type (e.g., Single Residence). - Site Address
Enter the street address. - City, State/Province, Postal Code
Client Information (optional but recommended)
- Client Name
- Client Email
- Client Phone
Billing Information
- Check Same as site address if billing details match the project location.
Project Settings
- Currency (required) (e.g., CAD)
- Measurement System (required) (Imperial or Metric)
Step 3: Assign Team Members
- Under Project Management: Use the Assign Team Members dropdown to select users who will work on the project.
- Assigned team members will have access to the project and its selections.
Step 4: Add a Cover Image (Optional)
- Under Cover Image, click the upload area. Upload a JPG or PNG image (maximum 5MB).
The cover image will appear on the project card in the Projects view, making it easier to visually identify the project.
Step 5: Additional Options
- Notes: Add any internal notes related to the project.
Step 6: Create the Project
- Review all entered information.
- Click Create Project.
Your new project will now appear in the Projects list and be ready for selections, documentation, and collaboration.
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