🆕 Create a New Project

The Create New Project page in Fabritec allows you to quickly set up and configure a new project with all essential details—ensuring smooth coordination across production, shipping, quality control, and reporting.

This form is designed to gather all the required information before the project enters the workflow.

📍 Where to Find the New Project Form

Navigate to:

Projects → Add Project

Click the ➕ Add Project button to open the project creation window.

📝 Project Fields Overview

Below is a detailed explanation of every field inside the New Project form.

1️⃣ Job Number (Required)

A unique identifier for the project.

Example: 12345, MS-2025-01.

2️⃣ Project Name (Required)

The official name of the project.

Example: NB-12, New-S123, MNM124.

3️⃣ Customer (Required)

Enter the customer or client name.

Example: Orascom, Petrojet.

4️⃣ Scope of Work (Required)

Describe the project’s main tasks or deliverables.

Example: Steel fabrication, Cladding, Piping, etc.

5️⃣ Customer Email (Optional)

An email address for client communication.

Example: client@company.com.

6️⃣ Customer Phone (Optional)

Phone number of the client contact.

Example: +20 100 123 4567.

7️⃣ Sales Name (Optional)

The salesperson or account manager responsible for this project.

8️⃣ Folder Structure (Required)

Select the predefined document structure this project will use.

Options include:

New EE

Main Doc

New ss

This structure defines how your project’s documents and folders are organized.

9️⃣ Address (Required)

Select a saved address or add a new one using Add New Address.

When adding a new address, you can fill in:

Address Line 1 (Required)

Address Line 2 (Optional)

Country (Required)

State (Required)

City (Required)

Postal Code (Optional)

The address is linked to project documentation and shipping operations.

🔟 Surface Area (Optional)

Total area of the project site in square meters.

Example: 2500 m²

🟣 Creating the Project

After all fields are filled:

Click Create Project.

The new project will be added to your Projects dashboard, showing:

Progress

Current production & shipping status

Assigned customer

Assigned folder structure

Location badge

Open/Closed state

✔️ Best Practices for Creating Projects

Use consistent formatting for job numbers and project names.

Always assign the correct folder structure to match company documentation standards.

Add customer email & phone for better communication.

Double-check the address, as it impacts shipping and reporting.

Fill in the Surface Area when the project requires BOQ or weight calculations.

Folder Structure – How to create and manage document structures

Production – Managing production items per project

Shipping Yard – Tracking items entering and exiting the yard

Reports – Extract insights about productivity and performance

Create New Project

🆕 Create a New Project#

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📝 Project Fields Overview#

1️⃣ Job Number (Required)#

2️⃣ Project Name (Required)#

3️⃣ Customer (Required)#

4️⃣ Scope of Work (Required)#

5️⃣ Customer Email (Optional)#

6️⃣ Customer Phone (Optional)#

7️⃣ Sales Name (Optional)#

8️⃣ Folder Structure (Required)#

9️⃣ Address (Required)#

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🔟 Surface Area (Optional)#

🟣 Creating the Project#

✔️ Best Practices for Creating Projects#

🔗 Related Articles#