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How To Quick-Create a Project

Pruvan Projects can be created quickly with just a few details using our Quick Project tool.

Quickly Create a Project in Pruvan Online

  1. Log in to Pruvan Online
  2. Click the menu arrow next to the 'New' button
  3. Select the type of project you would like to create
    • Photo - Lets you add a photo task for taking pictures
    • Data Collection - Lets you select a Survey to collect field data
    • Work Type - Let's you select a Work Type to use a project template
  4. Fill in your Project Information
    1. Select or enter the Customer that the work is for
    2. Fill out or select the appropriate item
      • Photo - Enter a task name that represents what the job is
      • Data Collection - Select a Survey to add to the project
      • Work Type - Select a Work Type to apply
    3. Select a user to assign the project to
    4. Set a due date / time
    5. Enter the service address for the project
    6. These Fields are required:
      • Project Number
      • Task Name
      • Street Address
      • City
      • State
      • Zip
  5. Click Save

 

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