How do I create a project?

How do I create a project?



To create a project in Proprli, follow the steps below: 

Step 1: Select the asset where your project is going to take place.

Step 2: Go to the "Projects" tab.

Step 3: Click the button "Create Project."



Step 4: Fill out basic information, such as Project Title and Description in the sidebar that will appear on the right side of the screen.



Step 5: If ESG-related, check the box "ESG Project" and you’ll be able to select the type of project and where in the building it takes place; you will also have the ability to specify the objectives and the expected lifetime of the improvement, as seen in the screenshot below.



Step 6: Fill out the budget details, including total amount, code, type, year, and the client who owns the building.



Step 7: Choose the planned start and end dates.

Step 8: Click on "Complete."


You can always go back and adjust some of the information, even after the project is completed.


If you have any questions, please contact our Support team.

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