Add New Project - CoreCA Package

Overview

In this article, you will learn how to add a new project to your RForm account. It is important to note that Account Managers are the only roles that can add new projects.

Step 1: Adding and Confirming the New Project

After signing in, you will be directed to the Project Dashboard. Click the Add Project button to create a new project.

Note: If you are not on the Project Dashboard screen, click the Project menu on the upper menu.

You will be directed to the Confirmation screen.
Click the YES  button to continue. Your account will automatically be billed for the new project.

Step 2: Specifying the Project Details

The New Project will be created after Step 1 and will appear in the Projects Dashboard. The next step is to add the project details. To do this, click the Edit project details button.

You will be directed to the Enter Your Project Details page. Specify the following information:

1 - Project Name and Project Number

2 - Project - Specific Logo

 For unique projects or partnerships, upload a distinct logo using this section. This will override the default Global logo on forms related to this project only.

Clarification:

Normally, the Global logo you uploaded in settings is used everywhere. However, if you have a special project with a different logo (e.g. a co-branded project). use this Project-Specific Logo option. This ensures the correct logo appears on forms for that specific project, while the rest of your system continues using the Global Logo.

3 - Project Location

4 - Contract Time & Initial Contract Price

5 - Holdback %

6 - Signatures

If signatures are required on hard copies, these settings below determine which signatures show up on the form.

7 - Change Order Numbering Options

There are two (2) options for the numbering of COs:

(a) PCO Numbering No Longer Matches CO Numbering: PCO will automatically become the corresponding CO numbers

For example: PCO becomes CO 3 when approved. Regardless of the order in which it is approved.

(b) CO Numbering Based on Approval Order: CO Number will be assigned sequentially based on the order in which the corresponding PCOs are approved.

For example: 

If PCO 3 is the first to be approved, it will become CO 1.

8 - Certificate For Payment - Substantial Performance Settings

In Certificate for Payment area of the project details there are 3 options for setting your Substantial Performance. 

• Do no show Substantial Performance
• Construction Act Ontario
• Builders Lien Act - British Columbia

9 - Your Terms and Conditions

Review/Update the following terms and conditions. RForm comes with default terms and conditions which we recommend that you review in detail and modify to suit your project contract conditions.

• PROPOSED CHANGE ORDER FORM
• CHANGE ORDER FORM
• CHANGE DIRECTIVE FORM
• CASH ALLOWANCE FORM
• SUPPLEMENTAL INSTRUCTIONS FORM
• REQUEST FOR INFORMATION FORM
• CERTIFICATE OF PAYMENT FORM
• SUBMITTALS
• SITE REPORT

After specifying the project details, click the Save Project button. You will be directed to the Project Summary page after saving the project details.