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Create a project

How to create a new project in Infobric Equipment on the web or in the app. Enter a name and, if needed, a project number, dates and address.

Written by Thim Smedbrant

When should I use this guide?

  • When you start a new project and want to register it in Infobric Equipment.

  • When you want to be able to move equipment to the project and see what is there.

Requirements

  • You are logged in to Infobric Equipment.

  • On the web, only administrators can create projects.

  • In the app, whether you can create projects depends on how your company is set up.

How to do it

Only Name is required. You can fill in or change the other details later on the project's page.

On the web

  1. Go to Admin > Places > Projects.

  2. Click Create project. The dialog opens with Project selected under Type.

  3. Fill in Name.

  4. If needed, fill in Project number, Project size, Start date and End date.

  5. If needed, fill in Address, City, Postcode and Country.

  6. Turn on Become member of project if you want to be a member yourself. You then become an administrator of the project.

  7. Click Create.

Project size is entered in millions of kronor (MKr).

We recommend filling in Start date and End date. The project only appears in Cost basis for periods that overlap the project's dates.

Once the project is created, it opens on the Equipment tab.

In the app

  1. Tap Places in the bottom menu.

  2. Tap the plus button in the bottom right corner.

  3. Select Project under Type.

  4. Fill in Name.

  5. If needed, fill in Project number.

  6. Tap Create.

Once the project is created, it opens on Home. You can add the address in the app afterwards. Fill in the start and end dates on the web.

If it does not work

First, check that:

  • you are logged in to Infobric Equipment,

  • Name is filled in. The project cannot be created without a name.

If Admin is missing on the web, or if the plus button or the Project option is missing in the app

You do not have permission to create projects. Contact an administrator in your company.

Tips!

  • Search for the project before you create it. Several projects can have the same name and project number, so it is easy to create a duplicate by mistake.

  • Need to create many projects at once? Under Admin > Places > Projects, click the arrow next to Create project and select Import from file. There you can download an Excel template and create or update several projects at once.

  • Once the project is created, you can add colleagues to the project and move equipment there.

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