Blog » Projects » Simple app to manage construction projects Simple app to manage construction projects REGISTER NOW FOR A FREE 45 Mins DEMO FREE DEMO You can create one project for each construction job, then for each stage that requires approval, you can create a milestone. While you can keep a basic list of high-level steps, you also have the option of creating a number of tasks inside of each milestone. Here is a quick example of what you might have for a project/milestone/tasks: Project: Kitchen Remodel for Doe Family Milestone 1: Demo Task 1: Schedule dumpster & team Task 2: Demolition Milestone 2: Pre-Drywall Work Task 1: Plumbing Task 2: Electrical Task 3: Flooring Task 4: Drywall Milestone 3: Cabinets & Appliances Task 1: Cabinets Task 2: Island Task 3: Appliances Milestone 4: Finishing Task 1: Painting Task 2: Hardware installation Task 3: Walk-through Project Gantt Chart The below Gantt chart displays milestones and their respective tasks with the timeframe. There are captions of project/milestone/task at the left side and their appropriate duration is found at the right pane with colored bars. Steps to create project with the above mentioned milestones and tasks Log in and access Projects App from your universal navigation menu bar. Click on “Create a Project” button from left navigation panel. Fill in the following information: Name – Name of the project “Kitchen Remodel for Doe Family”. Description – Description about the project. Start Date, End date, Status and Priority Customer – Name of the customer. Start typing in the field, the existing customers will be auto populated or Create a new customer & fill out the requested fields. Billing Method – Milestone billing (This billing method would be best suit for this project). Create milestone: After creating the project, click on “Milestones”tab from project overview dashboard. Click on “Create Milestone” button to create new milestone “Demo”. Create task: For the created milestone, create tasks “Schedule dumpster & team” and “Demolition” Repeat above steps #4 and #6 to create all milestones and tasks associated. After creating, you will need to view the hierarchy formed at the bottom of project overview dashboard. Basically this list of milestones/tasks acts as your checklist, at any time you can see the active activities, then marking a task/milestone as complete. Create project using project template To save time you can even predefine this Project’s milestone and tasks. Note that the template dates are not fixed but relative. You can change the dates at time of creating project. Simple app to manage construction projects was last modified: May 31st, 2019 by pkuppusamy Leave a Reply Cancel reply You must be logged in to post a comment. Latest Blogs Best ways the CRM Support benefits in Resolving Customer Issues Effectively 1.What is CRM Support in customer service? 2 Read more → Release Notes AS OF Dec 5, 2023 1.Feature Updates 2 Read more → Streamlining your professional life with personal CRM Automation 1.What is a Personal CRM and Why You Need One 2 Read more →