How To Create a Project with the Project Manager

Pruvan Projects can be created on the Projects page and immediately sent down to the phone so that work can be completed as soon as possible.

Create a Project in Pruvan Online

1. Log in to Pruvan Online
2. Click on Projects
3. Click the down arrow next to New
4. Select the type of Project to create (This will become your Default selection when creating a New project, but can be changed by clicking the down arrow again)

Create a Project for Photos

This will quickly create a project with your default account settings and one Photo task added. 

1. Choose a unique Project number (This defaults to a project number generated based on the date you create your project)
2. (Optional) Enter or Choose a Customer
3. Enter a name for the Photo Task on this project
4. Choose an assigned user for the project. This defaults to your own username. 
5. Enter a Due Date for the order or choose from the calendar
6. Enter the Service Address for this project
7. (Optional) Show More Fields to enter the Advanced creator
8. Save your project 

Create a Project for Data Collection

This will quickly create a project with your default account settings and one Survey task added. 

1. Choose a unique Project number (This defaults to a project number generated based on the date you create your project)
2. (Optional) Enter or Choose a Customer
3. Select a Survey to attach to this project
4. Choose an assigned user for the project. This defaults to your own username. 
5. Enter a Due Date for the order or choose from the calendar
6. Enter the Service Address for this project
7. (Optional) Show More Fields to enter the Advanced creator
8. Save your project 

Create an Advanced Project

This will allow you to set up your project to your specifications, using all available Pruvan fields and settings.

1. Fill in your Project Information
   1. When using a Work Type apply it first before editing any fields
      1. Select the Work Type
      2. Click Apply
   2. These Fields are required:
      • Project Number
      • Street Address
      • City
      • State
      • Zip
      • Status
        • Assigned To is required when the status is 'assigned'
2. Click Next 
3. Add a Task to your project
   1. Fill out the Task Fields
   • A Task Name is required for every task
   • Previously used Tasks will be saved in a dropdown that will be visible as soon as you click in the Task box
   • If you do not see the correct task in that dropdown you can create a new task which will be saved into the dropdown for future use
   • Surveys are optional and do not need to be added to the task
   • Quantity and Price are optional; these are typically used to note the quantity and price (for each) from your client and are not visible to crew users
   2. Click Add Task
4. Repeat Step 6 as needed
5. Add Lines (optional)
6. Click Save