Creating a New Project
Projects hold all site-level data. When creating, pay close attention—domain name and timezone cannot be edited later.
- Go to Administration > Project Management.
- Click the Blue Plus button
- Enter Name, Domain, Region, Timezone, and Address.
- Configure weather locations, site timings, and sign-out settings.
- Add optional details: start/end dates, value, scope, and client info.
- Click Create.
Modifying an Existing Project
You can update most project details except domain, timezone, or creation date.
- Go to Administration > Project Management.
- Select a project.
- Edit available fields and click Save Changes.
Auto Sign-Out Options
Auto sign-out clears workers from the sign-in list automatically.
- Go to Administration > Project Management > Site Information > Site Sign-Out.
- Tick Enable Auto Sign-Out and select an option:
- When the site closes – based on Site Timings.
- At a certain time – specify a clock time (e.g. 17:00).
- After a certain amount of time – signs out users after the chosen duration.
- Click Save Changes.
Archiving a Project
Archiving locks a project while preserving all data.
- Go to Administration > Project Management.
- Select a project > Options > Archive.
- Confirm. Archived projects become read-only.
Unarchiving a Project (not recommended)
To Unarchive a project is not unsupported operation. While this will make the project visible again, the following items will NOT be automatically restored after the unarchive process and may need to be manually reconfigured:
- Employer/Subcontractor portal access: All employer users, employer admins, and project primary contacts were removed from the project and will need to be re-added manually
- Permit Types, Booking Types, Meeting Types, Inspection Types: These mappings were cleared and will need to be reassigned to the project
- PTP Risk Types and Mitigations: These mappings were removed
- Dynamic Features: Any project-specific feature toggles were removed
- Public Website Visibility: The public project website is now hidden and will need to be manually reenabled if required. Additionally, some users may have been deactivated if they had no other active projects - they would need to be reactivated separately.
- Testing: We recommend that you thoroughly test all functionality after unarchiving to ensure everything is working as expected.