Note: It is important to create a good project structure to save up time afterwards.
It is possible to create projects from the Android and iOS applications, but we strongly recommend creating projects from the web application in which you can also adapt and add categories, rooms and statuses.
Depending on the license you have, you have access to more or less functionalities in the project settings.
Creating a Project
1. In the project overview, start by clicking on the green plus "+" button in the bottom-right corner of your screen:
2. A new screen appear. Proceed by filling in the general information of the project name, code, start/end date, and address information:
Note: Insert all the basic information of the project such as:
The name and code of the project (manadatory fields)
The start and end date of the project
The address of the project
The logo of the project.
This data will be visible in the reports you will generate afterwards.
3. Save your inserted data by clicking on the floppy disk icon to save the data:
4. In the "Categories" tab, you can edit all the categories, subcategories, subjects and descriptions which you can edit then afterwards with the pencil icon:
Note: You can add your categories manually, import them from Excel, or from another project by clicking on the two arrows icon in the top-right corner of the screen.
5. Next up is the "Rooms" tab where you can add your list rooms in level 1 and level 2:
Note: You can add your rooms manually, import them from Excel or from another project by clicking on the two arrows icon in the top-right corner of the screen.
6. In the "Statuses" tab you can add and personalise the statuses of your project:
Note: You can add your statuses manually, import them from Excel or from another project by clicking on the two arrows icon in the top-right corner of the screen.
7. In the "Custom Fields" tab, you can add new custom fields in Aproplan by clicking on the "Add new custom field" button in the middle of the screen:
Note: You can add your statuses manually, import them from Excel or from another project by clicking on the two arrows icon in the top-right corner of the screen.
Got a problem? Contact our support or ask your questions online directly on the app.