The following list is a summary of steps for setting up a new project in Acuite.

For instructions on how to add a project manually - (not via an integration) - click here.
For instructions on how to create a project from an external source (eg, Procore, Plangrid, IPM, Aconex etc) - click here. 

2. SET UP ANY OTHER INTEGRATIONS

Projects may source data from different systems.  If you used an integration to create the new project, you may still need to connect the other integrations.  eg, a project might be set up using Procore (syncing project details, contacts, defects, audits and  incidents) and may also use Aconex for RFI's and SignOnSite for project hours.    

Go to Project Settings menu, Integrations.  Select the appropriate system, click the "Enable" button and then "Configure".  Most integrations will use the licence level credentials (by clicking "Use system settings"), but you will need to select the project name, and the information that you want to sync, including mapping source data.  Get in touch with us if you have questions, as each integration differs slightly.  

3.  FILL IN PROJECT DETAILS (dates, project type, construction director) - see Project Settings menu, Project Details.  
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If you created the project manually you would have filled in these details already.  Some information may have been set up via an integration (eg, project dates).
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4. Set up AUDIT TEMPLATES

Copy the quality and health and safety audit templates to the project from the licence level audit templates.  Click here for instructions.
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5. ADD COMPANIES AND CONTACTS TO A PROJECT (this includes Acuite users)

If the project was set up via an integration, the contacts may have been synced from another system.  Project contacts include consultant and sub-contractor company names, and main contactor company names and contacts (which includes Acuite users).   If the project was set up manually (with no integrations), you will need to add companies and contacts.  Click here for instructions.

Check that the user names have been added to the project, by clicking on the main contractor company name, and checking that the project users are in the list.
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6. ADD KPI WEIGHTINGS

This is an optional setting, used to compare projects and KPI's across the company.  See Project Settings menu, KPI Weightings
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7.  ADD LOCATION PLANS FOR DEFECTS

If the project is going to be using Acuite to log defects, the defect locations and plans will need to be set up prior to starting the defect logging process.  This includes setting up location names and saving drawings against each of those locations.  See instructions here.  

If you are using another system to log defects, and will be importing these into Acuite, the defect locations (and in some cases, the drawings) will be imported, so skip this step.
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8. SYNC THE PROJECT PLAN TO ACUITE

This is usually done by the programmer or the project manager.  Click here for instructions on sync'ing MS Project with Acuite.  

9.  CONFIRM THAT ALL DATA SOURCES HAVE BEEN SET UP

Project details added - manually or via an integration
Contacts (companies and people) added - manually or via an integration
Project Hours - integration set up (eg, SignOnSite, IPM etc)
Time - integration set up (eg, MS Project, Asta Power Projects,  Primavera P6 etc.)
Cost - integration set up, or a system for .csv import / manual entry
Quality - defects - integration set up (eg, Procore, Plangrid etc).
Quality - audits - templates loaded manually or integration set up.
Health and Safety - Incidents - integration set up if required.  If Acuite is being used for incidents, licence level settings will be used (incident types etc).
Health and Safety - audits - templates loaded manually or integration set up.
RFI's - integration set up
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