Creating a New Workspace in the "Project" Workspace View

Modified on Thu, 3 Sep at 8:12 AM

You can create a new workspace in the project workspace view. This feature is essential if you have multiple construction projects in the same province, state, or municipality and want to manage them as a single project.

Go to your dashboard and select the Create a New Application wizard to begin a new project for another province, state, or municipality.

Navigate to the top of the workspace header in the application and click the project name link.
You will be taken to the project workspace view. Click the Create New Workspace button.
You will be directed to the workspace, where you can choose the application type. The province, state, and municipality will follow their original applications and will not be reselected.
Select the application type. Then, click CREATE APPLICATION.
Click the Create new project tab.
Enter the Project name and the Description of work.
Select an option under Initialization of application.
Click NEXT.
Select the category, work type, and work target. Then, click NEXT.
Select a property for the application by searching for the address or PIN. You can also enter property details manually. Once you have located the property, click NEXT.
Add all required parties and roles. To add a party, click the ADD PARTY button.
Fill out the party’s Personal details, then click ADD.
Once all parties have been added and all roles have been assigned, click NEXT.
Fill out the required forms, then click CONFIRM FORM for each. Once you have confirmed all forms, click NEXT.
Upload any required attachments by dragging and dropping or browsing files on your computer. Enter the Document type, then click CREATE ATTACHMENTS.
Once you have uploaded all attachments, click NEXT.
Pay any upfront fees (if applicable). Then, click SUBMIT APPLICATION.
The new workspace for the application will appear under the Applications section.