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14Build Documentation

Project Creation Steps

Project Creation Steps

Creating a project in 14Build involves a comprehensive multi-step process that captures all project details, unit information, and team assignments. The platform uses an intuitive wizard interface to guide you through each step.

Project Creation Wizard Overview

The project creation process consists of 4 main steps:

  1. Basic Information - Project name, description, type, and nature
  2. Project Details - Budget, timeline, team, and specifications
  3. Unit Configuration - Detailed unit information and floor plans
  4. Contact & Attachments - Contact information and project documents

Step-by-Step Project Creation

Step 1: Basic Information

Project Name and Description

  • Project Name: Enter a descriptive name for your project
  • Project Description: Provide a detailed overview of the project scope and objectives

Project Type and Nature

Choose from the following options:

Project Type:

  • Commercial: Office buildings, retail spaces, commercial complexes
  • Residential: Houses, apartments, condominiums, residential complexes
  • Industrial: Factories, warehouses, industrial facilities

Project Nature:

  • New Build: Complete new construction from ground up
  • Renovation: Modification or improvement of existing structures

Project Status

Select the current project status:

  • Draft: Initial planning phase
  • Planning: Detailed planning and design
  • In Progress: Active construction
  • Completed: Finished project
  • On Hold: Temporarily suspended

Step 2: Project Details

Financial Information

  • Budget: Enter the total project budget in your preferred currency
  • Start Date: Set the expected project start date
  • End Date: Set the expected project completion date

Project Team

  • Project Manager: Assign the primary project manager
  • Architect Firm: Specify the architectural firm (optional)
  • Engineering Firm: Specify the engineering firm (optional)

Project Specifications

  • Land Area: Total land area in square meters
  • Total Building Area: Total building area in square meters
  • Number of Units: Total number of units in the project

Project Visibility

  • Public: Visible to all contractors and can receive public bids
  • Private: Restricted to invited contractors only

Step 3: Unit Configuration

Basic Unit Information

  • Number of Units: Specify the total number of units in the project

Detailed Unit Configuration (Optional)

Enable detailed unit configuration to specify individual unit information:

For Each Unit:

  • Total Floor Area: Total area of the unit in square meters
  • Number of Rooms: Total number of rooms in the unit
  • Number of Bathrooms: Total number of bathrooms in the unit
  • Number of Floors: Number of floors in the unit

Floor-by-Floor Details:

  • Floor Number: Sequential floor numbering
  • Floor Area: Area of each individual floor in square meters

Unit Management Features:

  • Add Floor: Add additional floors to a unit
  • Remove Floor: Remove floors from a unit (minimum 1 floor required)
  • Dynamic Floor Management: Adjust floor configurations as needed

Step 4: Contact & Attachments

Contact Information

  • Contact Name: Primary contact person for the project
  • Contact Email: Email address for project communications
  • Contact Phone: Phone number for project inquiries

Project Attachments

Upload supporting documents for the project:

  • File Types: PDF, DOC, DOCX, XLS, XLSX
  • File Size: Maximum 10MB per file
  • Multiple Files: Upload multiple documents as needed

Common Attachment Types:

  • Project plans and drawings
  • Engineering specifications
  • Legal documents
  • Budget breakdowns
  • Site surveys and reports

Project Creation Workflow

  • Progress Bar: Visual indicator showing completion percentage
  • Step Navigation: Click on any completed step to review or modify
  • Validation: Each step validates required information before proceeding
  • Save Draft: Save project as draft at any point in the process

Form Validation

The system validates:

  • Required field completion
  • Email format validation
  • Numeric value ranges
  • Date logic (end date after start date)
  • File type and size restrictions

Use Case Example: Residential Complex Project

Scenario: Creating a 20-unit residential complex in Auckland

  1. Basic Information:

    • Name: “Auckland Heights Residential Complex”
    • Type: Residential
    • Nature: New Build
    • Status: Planning

  2. Project Details:

    • Budget: $15,000,000
    • Timeline: 18 months
    • Land Area: 5,000 sqm
    • Building Area: 8,000 sqm
    • Units: 20

  3. Unit Configuration:

    • 10 x 2-bedroom units (80 sqm each)
    • 8 x 3-bedroom units (120 sqm each)
    • 2 x 4-bedroom units (150 sqm each)
    • Each unit has 2 floors with detailed floor plans

  4. Contact & Attachments:

    • Project Manager: John Smith
    • Contact: john.smith@company.com
    • Uploaded: Site plans, architectural drawings, engineering specs

Project Management Features

Project Dashboard

Once created, projects provide:

  • Progress Tracking: Visual progress indicators
  • Financial Overview: Budget vs actual spending
  • Timeline Management: Project milestones and deadlines
  • Team Collaboration: Role-based access and permissions
  • Document Management: Centralized file storage

Integration with Other Modules

  • SOQ Management: Link Schedule of Quantities to projects
  • Tender Management: Create RFPs and manage bids
  • Financial Management: Track invoices and payments
  • On-Site Management: Monitor construction progress

Best Practices for Project Creation

  1. Plan Thoroughly: Gather all project information before starting
  2. Use Detailed Units: Configure detailed unit information for better planning
  3. Upload Documents: Include all relevant project documents
  4. Set Realistic Timelines: Ensure start and end dates are achievable
  5. Assign Clear Roles: Define team responsibilities early
  6. Regular Updates: Keep project information current throughout the lifecycle

System Flow Diagram: Project Creation Process

graph TD
A[Start Project Creation] --> B[Step 1: Basic Information]
B --> C[Step 2: Project Details]
C --> D[Step 3: Unit Configuration]
D --> E[Step 4: Contact & Attachments]
E --> F[Review & Confirm]
F --> G[Create Project]
G --> H[Project Dashboard]
H --> I[Link SOQ]
H --> J[Create Tenders]
H --> K[Manage Team]

Conclusion

The 14Build project creation wizard provides a comprehensive and user-friendly approach to setting up construction projects. With detailed unit management, flexible team assignments, and integrated document handling, the platform ensures that all project information is captured accurately and efficiently.

Next Up: Learn how to Link an SOQ to a Project and manage project lifecycles effectively.

Page Highlights

  1. Detailed Steps: Each project creation step is clearly defined.
  2. Role Assignment Table: Summarizes project roles and their responsibilities.
  3. Use Case Example: A real-world scenario demonstrates the project creation workflow.
  4. Flow Diagram: Provides a Mermaid.js flowchart for visualization.