Creating a New Project on Steer
Last Updated: November 15, 2023
Steer is a friendly user platform for managing projects that can be easily created and configured with simple steps. When you create a project, it sets up a dedicated workspace for all your project-related tasks, documents, and records. So, creating a project starts with creating a dedicated tenant instance on your behalf. Once the tenant instance is created, it proceeds to migrate solutions by transferring data and configuring access settings.
Steer Dashboard Sidebar > User selection > Projects > [Select the name of a project]
The Project Admin is responsible for configuring user access, permissions and other account settings to ensure that every member of the project team has access to respective workflows and resources.
The project creation process begins with the client providing input on the tenant email ID, which should be a role-based business email. Within the next 24 hours, the client will receive an email and confirm the tenant account email address by clicking the link directed to a page where they can set their password.
Using the admin account, proceed with configuring the access settings on Steer.
To set up admin access settings, here are the steps to follow:
Steer dashboard sidebar > Admin > Admin sidebar > Access Settings.
Prior to configuring the access settings, the project admin should invite users through the User Management module.
In the Access Settings page, select each user that you want to give project module access by checking the Assign License and ability to create projects by checking Project Admin checkbox on their name.
Enabling the Project Admin Access Settings also gives specific users permission to create and manage projects, as well as access to the Gantt Chart, Document Gallery, and Photo Gallery.
The projects module on Steer allows you to monitor and track several ongoing tasks. You may create multiple projects under a single Steer instance.
To create a new project, the steps are as follows:
Log in to your Steer account and navigate to the Projects module and click on the plus sign (+) beside the Search bar. Then click on New Project.
The Project Details section is the first section in creating a project where you need to enter the following:
Image or mockup of the project
Title of the project
Type: Residential or non-residential
Description: A brief information about the project.
Start Date
End Date
Client
Original Budget
Current Budget
Once all required fields are complete, click Next.
The Inclusions section is where you select which modules are included in this project by toggling the switch on.
Design Management
Labor and Equipment
Quality and Safety
Site Materials
Work
Additional modules can be added at a later time.
Under Feature Settings we have the following:
Custom Dashboard: this feature allows to open another tab
Drawing: enabling this feature allows to include drawings into the project.
Photo Gallery: enabling this feature allows you to access uploaded photos within workflows.
Document Gallery: enabling this feature allows you to access all files within workflows.
Once all required fields are complete, click Next.
The Members section is where you assign access permission to users or a group of users who can access the project.
Select the Type of users who can access the project. You may choose between the two:
Individuals: select if only specific users can access the project.
Groups: select if a user group (Department, Team, etc.) needs to access the project.
Mutiple Select: select which users who can access the project.
Dashboard Access: selecting from the dropdown list allows users to access specific modules.
Schedule: enabling this allows users to access the schedule of the project.
In the process of configuring workflow user access settings, you can make changes to user permissions by visiting Edit Workflow Access Settings.
Once finished, click on Create.
Next Article: Assigning Members to a Project
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Project Setup
Project Creation on Steer
Steer is a friendly user platform for managing projects that can be easily created and configured with simple steps. When you create a project, it sets up a dedicated workspace for all your project-related tasks, documents, and records. So, creating a project starts with creating a dedicated tenant instance on your behalf. Once the tenant instance is created, it proceeds to migrate solutions by transferring data and configuring access settings.
Navigating to the Project Modules
Steer Dashboard Sidebar > User selection > Projects > [Select the name of a project]
Setting up Project Admin
The Project Admin is responsible for configuring user access, permissions and other account settings to ensure that every member of the project team has access to respective workflows and resources.
The project creation process begins with the client providing input on the tenant email ID, which should be a role-based business email. Within the next 24 hours, the client will receive an email and confirm the tenant account email address by clicking the link directed to a page where they can set their password.
Using the admin account, proceed with configuring the access settings on Steer.
To set up admin access settings, here are the steps to follow:
Steer dashboard sidebar > Admin > Admin sidebar > Access Settings.
Prior to configuring the access settings, the project admin should invite users through the User Management module.
In the Access Settings page, select each user that you want to give project module access by checking the Assign License and ability to create projects by checking Project Admin checkbox on their name.
Enabling the Project Admin Access Settings also gives specific users permission to create and manage projects, as well as access to the Gantt Chart, Document Gallery, and Photo Gallery.
Creating a New Project
The projects module on Steer allows you to monitor and track several ongoing tasks. You may create multiple projects under a single Steer instance.
Instructions
To create a new project, the steps are as follows:
Log in to your Steer account and navigate to the Projects module and click on the plus sign (+) beside the Search bar. Then click on New Project.
The Project Details section is the first section in creating a project where you need to enter the following:
Image or mockup of the project
Title of the project
Type: Residential or non-residential
Description: A brief information about the project.
Start Date
End Date
Client
Original Budget
Current Budget
Once all required fields are complete, click Next.
The Inclusions section is where you select which modules are included in this project by toggling the switch on.
Design Management
Labor and Equipment
Quality and Safety
Site Materials
Work
Additional modules can be added at a later time.
Under Feature Settings we have the following:
Custom Dashboard: this feature allows to open another tab
Drawing: enabling this feature allows to include drawings into the project.
Photo Gallery: enabling this feature allows you to access uploaded photos within workflows.
Document Gallery: enabling this feature allows you to access all files within workflows.
Once all required fields are complete, click Next.
The Members section is where you assign access permission to users or a group of users who can access the project.
Select the Type of users who can access the project. You may choose between the two:
Individuals: select if only specific users can access the project.
Groups: select if a user group (Department, Team, etc.) needs to access the project.
Mutiple Select: select which users who can access the project.
Dashboard Access: selecting from the dropdown list allows users to access specific modules.
Schedule: enabling this allows users to access the schedule of the project.
In the process of configuring workflow user access settings, you can make changes to user permissions by visiting Edit Workflow Access Settings.
Once finished, click on Create.
Next Article: Assigning Members to a Project
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 20/11/2023
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