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Creating Projects

Learn how to create and set up construction projects in Teralo. This guide covers project creation, configuration, and initial setup.

Creating a New Project

From the Dashboard

  1. Go to your Organisation Dashboard
  2. Click Create Project or the + button
  3. Enter project details

Project Information

When creating a project, provide:

  • Project Name: A clear, identifiable name
  • Project Description: Brief overview of the project
  • Project Type: Residential, Commercial, Industrial, Infrastructure, etc.
  • Location: Street address and coordinates
  • Start Date: Expected project start
  • End Date: Expected completion date

Project Settings

Basic Configuration

After creation, configure your project:

  1. Open the project
  2. Go to Settings
  3. Configure:
    • Project details and description
    • Location and address
    • Project photo/cover image
    • Contact information

Dashboard Customisation

Customise what appears on the project dashboard:

  1. Go to Settings > Dashboard
  2. Enable or disable dashboard cards:
    • Recent Activity
    • Team Members
    • Open Items
    • Weather Widget
    • Custom Messages
  3. Arrange card order
  4. Save changes

Project Tools

Activate and configure tools for this project:

  1. Go to Project > Tools
  2. Activate the tools this project needs:
    • Mail types and statuses
    • Document types, disciplines, and statuses
    • Contract types and budget codes
    • Inspection templates and locations
    • Incident, injury, and observation types
    • Meeting types and templates
    • Equipment and permit types
    • Submittal types and specification sections
    • Method statement types and induction tiers
    • Site diary sections and settings
    • Booking locations and operating hours
    • Public portal configuration

See Tools Configuration for a comprehensive guide.

Adding Team Members

Initial Team Setup

After creating a project:

  1. Go to Project > Directory
  2. Click Add Person
  3. Add team members from your organisation
  4. Invite external collaborators
  5. Assign permission templates to each person

Typical Team Structure

Consider adding:

  • Project Managers: Full project access
  • Document Controllers: Document management focus
  • Site Managers: Quality and safety access
  • Consultants: Limited view access
  • Clients/Guests: Dashboard and document viewing

Setting Up Documents

Folder Structure

Organise your document library:

  1. Go to Project > Documents
  2. Create folders for:
    • Drawings
    • Specifications
    • Reports
    • Contracts
    • Correspondence

Initial Document Upload

Upload key project documents:

  1. Click Upload or drag and drop files
  2. Enter document registration details:
    • Document number
    • Title
    • Revision
    • Document type
  3. Add to appropriate folder
  4. Set initial status

Configuring Mail

Mail Setup

Configure mail for the project:

  1. Go to Project > Tools > Mail
  2. Set up mail types you'll use
  3. Configure mail statuses
  4. Create mail templates for common correspondence

Mail Signatures

Set up project-specific signatures:

  1. Go to Settings > Tools > Mail Signatures
  2. Create signatures for different contexts
  3. Set auto-application rules

Project Checklist

Teralo tracks your setup progress. Complete these items:

  • Add project details and description
  • Upload project photo
  • Activate project tools
  • Set up team members
  • Configure mail settings
  • Set up document structure
  • Add budget codes (if using contracts)
  • Create permission templates
  • Configure inspection templates and locations
  • Set up induction tiers and license types
  • Configure approval workflows
  • Set up public portal (if needed)
  • Customise dashboard
  • Add initial documents

Best Practices

Project Naming

Use consistent naming conventions:

  • Include project number if you have one
  • Include location or client name
  • Make it easily searchable

Permission Templates

Before adding people:

  1. Review existing templates
  2. Create project-specific templates if needed
  3. Plan who needs what level of access

Document Organisation

Start with a clear folder structure:

  • Easier to maintain long-term
  • Helps team members find documents quickly
  • Supports consistent naming conventions

What's Next?

After creating your project:

  1. Configure project tools
  2. Set up approval workflows
  3. Invite guests and stakeholders
  4. Upload project documents
  5. Set up mail correspondence
  6. Configure inspections
  7. Set up inductions
  8. Configure the public portal