Projects
A project in TrueGrade is the container for a single job. Everything else in the platform — estimates, pay applications, compliance records, certifications, field reports, and budgets — belongs to a project. The Projects screen is the list of every active job in your organization and the starting point for creating a new one.
Who Uses This
Every member sees the Projects list and can open any project they have access to. Creating and editing a project is limited to Admin and Project Manager roles (and Platform Admin). Field, accounting, and estimating staff work inside a project once it exists rather than creating it.
Where to Find It
Projects sits near the top of the left navigation sidebar, directly under Dashboard. It is a top-level destination, not nested inside a group.
Creating a Project
Open the Projects list
Select Projects in the sidebar. The list opens on the Active view; use the Active / Archived toggle to switch between current jobs and jobs you’ve closed out.
Start a new project
Click New Project in the top-right corner. If the button isn’t visible, your role doesn’t have create permission — ask an Admin or Project Manager to set the project up.
Fill in the project details
| Field | Description |
|---|---|
| Project Name | The job as you refer to it (e.g., Wilton Passive House) |
| Project Code | A short unique code used throughout the platform (e.g., PH-2026-001) |
| Status | Planning, Active, On Hold, Complete, or Archived |
| Project Type | New Construction, Renovation, Addition, Commercial, or Restoration |
| Address | Site address, used on generated documents like pay applications |
| Start / End dates | Drive schedule calculations and reporting |
Save and open the project
Save the form to land in the project’s workspace. From here you can add subcontractors, build estimates, and begin field reporting.
Archive when the job closes
When a project wraps, set its status to Complete and archive it. Archived projects drop off the active list but stay fully restorable — nothing is deleted.
The Project Code appears on estimates, pay applications, and exports, so pick a convention (year, job type, sequence) and keep it consistent across your organization.
Related
- Quick Start — end-to-end setup from signup to your first project
- Estimates — build a cost estimate inside a project
- Budget Reporting — track budget versus actual for the job
- Roles & Permissions — who can create and edit projects