4.1 Understanding Project Types / Phases

Before setting up a new project, it's important to understand what the Project Types or Project Phases mean in the system as this is the first decision to make when setting up a project.

OBJECTIVE:

Define project types in the RADAR system.

REMEMBER THIS!

A user must have permission to add/edit project.

Understanding Project Types (phases)

There are two types, or phases, of projects:

PreConstruction Projects

A Preconstruction project is a project not yet awarded or under contract.  This includes projects in the bid, negotiation, design and/or budget phase.  They are not under contract and your company may or may not be awarded a contract for projects in this phase.

Construction Projects

These projects have been awarded to your company and you will have a contract with a client.

Selecting Project Type

A project can originate in the Preconstruction phase and then be moved into the Construction phase easily.  To do this, select the Add Project button on the left side menu:

Add Project

Select the type of project to set up:

Select Project Phase

Selecting the Construction phase and importing a preconstruction project, will import all project data from the preconstruction phase to the new Construction project.

Import project from preconstruction to construction.

Once the project type is selected, you can continue setting up the project.