Project list

A project is a job site. Everything else hangs off it: the tasks your crew does, the hours they log when they check in, the photos they take and the money the job brings in. The project list is where you create projects and keep an eye on all of them at once.

Menu: Project › List

Where to find it

Menu: Project › List · Address: hub.siteconnect.ai/projectsWho can use it: anyone with the Task · View permission. Creating a project needs Task · Create; editing one needs Task · Edit. Admins have all of these. See Roles and permissions.

Create a project

1. Click Create project in the top-right corner of the page.
2. Fill in the form. Only Project name is required — everything else can be added later.
3. Click Create project at the bottom of the form.

You'll see Project created, and Site Connect opens the new project's page so you can carry on setting it up. See Inside a project.

What's on the form

The fields appear in this order:

Field	What it's for
Project name	Required. The name everyone sees on tasks, the schedule and the app.
Description	Scope of work or notes for the crew.
Project address	Where the job is. See Set the project address below.
Project colour	Pick one of the swatches or Other colour. This colour fills the project's task cards on the Scheduling board and marks the project in lists.
Stage	Where the job is in its life cycle. Stages are your own list, set up in Project settings. If your workspace has a default stage, it's picked for you.
Project manager	The person in charge. Type a name to search.
Team	The team or department the project belongs to (the list comes from Teams / Departments). The Scheduling board groups work by this team.
Priority level	Urgent, High, Normal or Low. Appears once your workspace already has at least one project.
Start date · End date	The planned dates of the job.
Customer · PO number	Who the job is for and their purchase order number.
Contract value	What the job is worth. Used on the project's Finance tab to estimate profit. Amounts are entered by hand — they're not linked to accounting software.

Admins also see a check-in section:

• Enable check-in for this project — your crew opens the task on their phone and checks in when they arrive; the timer starts from that moment.
  • Check-in required — people can't move their part of the task to in progress until they've checked in.
  • Allow check-in away from the project address — on by default, so people can check in from anywhere and the distance is simply recorded. Turn it off to refuse check-ins outside a radius around the address. A Geofence radius slider then appears on the map (20 m to 5,000 m, 200 m to start).

Finally, choose Who in the project can see tasks?

• Public to the whole workspace (selected by default) — everyone in the workspace sees every task, no membership needed.
• Public within the project — all project members see every task.
• Private — only people added to each task can see it.

Not an admin?

If you aren't an admin, the check-in section isn't shown. Create the project anyway, then ask an admin to turn on check-in from the project's Settings tab.

Set the project address

The address does more than fill in a field:

• It puts the project on the Project map.
• When someone checks in, Site Connect measures how far they are from the address. You can review that on the Check-in map, or refuse check-ins that are too far away.
• Task details show the address with a Directions button that opens Google Maps, on the web and in the app.
• If your workspace uses multiple time zones, the site's time zone is worked out from the address, so start times and deadlines follow local time on site.

To set it:

1. In Project address, type the full address and press Search (or Enter).
2. Pick the right match from the list. The pin drops on the map and the coordinates fill in.
3. No match? Click directly on the map to drop the pin, or paste a link into Paste a Google Maps link to auto-fill coordinates and click Get coordinates.
4. Check the text in the address box under the search field. This is what your crew reads on their phones, and you can edit it freely.

Is the address required?

That depends on the Project address setting in Project settings. If it's set to Required, the form won't let you create a project without one. If it's Off, the address field isn't shown at all.

Find a project

• Search — type in the search box to match project names, addresses, customers and PO numbers.
• Filter — use the filter buttons next to the search box:
  • Stage (includes No stage set)
  • Manager (includes No project manager)
  • Team (includes No team)
  • Priority
  • Running — on by default. It hides projects whose stage is marked as closed (stages that count as done). Click it to include them.
• Each active filter shows as a chip under the toolbar. Click the × on a chip to remove it, or Clear all to start over.
• Group by — group the table by Stage (the default), Manager, Customer, Status or Team, or pick No grouping. Each group row shows its own totals; click it to collapse or expand the group.

Save a filter you use often

1. Set up your search, filters and grouping.
2. Open Saved filters and click Save the current filter.
3. Give it a name (for example "My active projects") and click Save.

Next time, open Saved filters and click the name to bring that view back in one click. Hover a saved filter and click × to delete it. Saved filters are your own — other people don't see them.

Read the table

At the top, a summary strip counts Active projects, Open tasks, Late tasks and Hours logged for everything that matches your filters (not just the page you're on).

Each row shows:

Column	What it shows
Projects	Name, stage colour, priority, team and address.
Stage	The current stage.
Manager	The project manager. If there isn't one, click Assign to pick someone.
Task	Open tasks, plus a red "late" count when tasks are past due.
Work hours	Hours logged from check-ins, compared with planned hours (the total of task estimates). The bar turns red when actual hours run more than 20% over plan.
People	How many people have worked on the project.

Click anywhere on a row to open the project. To change a few details without leaving the list, hover the row and click the pencil (Quick edit). The table shows 100 projects per page; use Previous page and Next page at the bottom.

Good to know

• Archived projects don't appear in the list. Archiving is done from the Tasks screen — see Inside a project.
• You can also start a project from a saved template. See Project templates.
• The same projects, filters and stages power the Stage board and the Project map.

Related

• Inside a project
• Project settings
• Create a project (getting started)
• Tasks