The quickest way to get to project information is by clicking your name in the upper right corner, then selecting Projects from the menu. From the Projects page you can add, edit, and delete projects.

You can utilize the Manage Zones button to create and manage geographical zones for your projects. You can select a zone when creating a job location.

Add a Project

1. On the Projects page, click New Project in the upper right corner.
2. Assign a Project Name and Project Number in the appropriate fields.
3. Select the Client.
   Note that if the Client already exists in the system, the dropdowns in subsequent fields may contain options for you to select from. 
4. Click the + to the right of the Client Supervisor, Agency Supervisor (this field is required), and Additional Agency Contact, if that information is not selectable in the dropdowns, and fill out the pages that display.
5. Select the Payment Terms and enter a Description of the project in the field. (These fields are both required.)
6. Select the appropriate Status for this project.
7. Click the Save button.
   The project has now been added to your project list.

Edit a project

1. On the Projects page, perform a search for the project you want to edit. 
2. Click the name of the project.
3. Add or update any Project Details, Notification or Location information as needed.
4. Click the Save button.
   Your changes to the project have been saved.

Delete a project

1. On the Projects page, perform a search for the project you want to delete. 
2. Click the garbage can icon to the right of the project's name.
3. Ensure you want to delete this project, because this action cannot be undone, and all jobs and job sites related to this project will be deleted.
4. Click the YES, DELETE PROJECT button.
   The project is deleted from RollKall.