Projects
A project is the top of the hierarchy. Zones, work activities, diary entries and subcontractors all belong to exactly one project.
Creating a project
Section titled “Creating a project”ToolboxFMProjectsNew project — a name is enough to start. You can fill in the rest later without affecting anything already created.
The public landing page
Section titled “The public landing page”Every project gets a public page at a short token address. This is the page you print as a QR code and put on the project gate.
It is designed to answer a visitor’s two questions — what is happening here? and who do I call? — without exposing your organisation’s data. Nobody needs an account to read it.
The page lists the project’s contacts, ranked. Who appears on it depends on the role a person holds and whether they have a mobile number recorded, so the card is populated from your people rather than maintained by hand.
Who can see a project
Section titled “Who can see a project”Someone with the Head Office role sees every project. Everyone else sees the projects they hold a role on. There is no separate “share this project” step — assigning a role is the share.