You can add a new project to Acuite by entering the details manually or via an integration with a source system and automatically extract the project details from that system.
Firstly, make sure you're on the portfolio dashboard. (The heading should say "Portfolio Performance"). If not, click on the Acuite logo on the top right-hand side to take you to the portfolio view. If you don't have access to this page you will need to get someone with "Admin" rights to add the project for you.
Click on the Add New Project button.
Adding a Project Manually
If you want to create a new project, and enter the details manually, click on the "Create Project" button under "Create Project Manually".
This allows you to enter the project name and other details, without linking to any external sources. You can always link to an integration at a later date if required.
Enter all of the project details on the next screen, including project name, project type and location. If you can't find the appropriate project type and location in the list, these can be managed in the system settings menu under Locations and Project Type.
Type in the address and click on the lookup button. Ensure the project location has been pinned correctly on the map.
Enter project dates and select a default image category. This sets the image category that you will see on the project dashboard. Choose the Construction Director from the list of names. This will the portfolio dashboard to be filtered by construction director.
