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Working with Projects

What is the “Description” section?

This is where you should highlight interesting characteristics of the project or any unique challenges. You can also talk specifically about your company and how it succeeded in meeting the client's needs. This will show up on your portfolio for this specific project.

Tips for creating projects

  • Include “addition” or “renovation” where appropriate.
  • The name of a project does not have to be unique within the system. For example, there can be many different "Walgreens" projects.
  • Add as much information as possible when you are creating a project.
  • Remember to search for your project before you create a new one.

Portfolio Placements

You can organize your projects into groups to make your portfolio more manageable. For example, you might choose to have a "New Construction" group and a "Renovation" group. To create or manage groups, navigate to the Project Groups section of the Settings area.