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 New
  4. 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'
  5. Click Next 
  6. 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
  7. Repeat Step 6 as needed
  8. Add Lines (optional)
  9. Click Save


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