Add project information

In construction projects, information is shared across dozens of stakeholders. Having consistent project details across all platforms prevents confusion and ensures everyone is working under the same unified project identity.

For example, when exporting a quality control report, the correct project name and logo ensure the document is immediately recognizable and contractually clear.

Why you should add project information

Entering your core project data early ensures that system outputs match your actual project reality. It ensures early consistency in the project and in all messaging.

  • Your reports, exports, and email notifications automatically show your official project name and logo.
  • Field registrations and Box comments show accurate local timestamps and regional measurement units.
  • Location-based features automatically show correct regional weather data and default map views.

A good setup

Match project contracts

Use the official project name and address found in your contract documents to maintain legal and administrative consistency.

Configure regional defaults early

Set your project language, time zone, and units of measurement before users begin logging data to avoid mismatched timestamps.

Upload a clean logo

Use a high-resolution logo so that all PDF exports and external communications look professional.

 

Rule of thumb: If it belongs on the cover page of your physical project folder, it belongs in your digital project information.

Add your project information

This is one of the easiest steps in your setup and helps you get started immediately. You can update or correct any of these fields at any time in your project settings if required.

You can find and edit your project data in Project setup.

With your project identity established, you are now ready to move on to the next steps, depending on which module you are setting up.

Click a category below to get started:

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