How do I create a project?

Click the + button next to All Projects in the left menu, fill in the project details, place the site on the map, and click Submit. The project is created with its first site location.

Before you start

• You must be an account admin, and your Swift Checkin subscription must be active. Otherwise the create buttons are greyed out or missing.
• Have ready the project name, project number, start and end dates, site address and project value.

Steps

1. In the left menu, under Field Operations, click the + button next to All Projects. The Create Project window opens.
2. Optionally, add a picture under Upload Project Image (JPEG, JPG or PNG, smaller than 2 MB).
3. Fill in Project Name, Project Number, Project Start Date and Project End Date.
4. In Choose a Gate, start typing the site address and pick it from the suggestions. Drag the pin or click the map if it's not quite right.
5. Set the Location Radius (300 to 1000 metres). This is the check-in zone around the pin.
6. Click Next.
7. Fill in Project Value, Type, Currency (starts as AUD), Time Zone (filled in from the map pin) and Status (starts as Active).
8. Click Submit. You'll see Project created successfully.

The + button next to All Projects in the Field Operations menu

Good to know

• Every project gets one site location when it's created: the place you chose on the map. A site location (sometimes called a Gate) can only be added after its project exists.
• On the All Projects page, you can click Create Project in the top-right corner instead. It opens a one-page panel with the same details.
• If your organisation uses Budgets, turn on Include Budget and enter Budget Unit Cost and Budget Quantity to create a budget at the same time.
• If you set the project to Pending or Completed, change the Status filter on All Projects to find it.

If something goes wrong

• Please select a valid place from the map: choose an address from the suggestions, or click on the map.
• No details found for this location: try a different address, or click the spot on the map instead.
• Next doesn't move you on: check the name, number, both dates and the map location are filled in.

Related questions

• What is a project?
• Why can't I create a project?
• How do I edit a project?
• Why can't I find my project?
• How do I add project documents?
• How do I use the project discussion?

All projects and sites questions