Adding a New Project in Bid Packages
This guide explains how to add a new project in the Bid Packages workspace so you can organize trades and documents under a single project.
Prerequisites
- Only users with Admin, Manager or Job Manager permissions can add projects.
Steps
- Go to the Bid Packages workspace.
- Click Projects in the left navigation.
The Project Dashboard opens, showing all existing projects. - In the top-right corner of the Project Dashboard, click the Actions button.
- From the dropdown menu, select Add New.
The “Add a new project” window will appear. - In Select or search job, choose a Zurel Job from the dropdown or search for one.
(Optional – you can leave this empty if the project is not linked to a job.) - Enter a Project Name.
The project name must be unique. If the name is already taken, the system will not allow you to save it. - (Optional) Enter a Project Description.
Use this field to explain the purpose of the project or how it should be used. - Click Add.
Your project will be created successfully and will appear in the Project Dashboard.
Actions Button Overview
Before using any action, select projects using the checkboxes next to them.
- Edit
Select one project only, click Actions → Edit, update the project details, and click Save.
For more information, see Editing Project Information in Bid Packages. - Manage Tags
Select one or multiple projects, click Actions → Manage tags, add or remove tags as needed, then click Save. - Close
Select one or multiple projects, click Actions → Close, and click Yes to confirm.
The selected project(s) will be closed. - Delete
Select one or multiple projects, click Actions → Delete, and click Yes to confirm.
💡 Tips
- Use clear and descriptive project names to make them easy to identify later.
- Adding a project description helps team members understand the intent and scope of the project.
- After creating a project, you can use the Actions button to edit details, manage tags, close, or delete the project.
BP-036