Overview
At BenchMarx, we follow a project-based approach similar to how construction projects are organized. We group your timesheets, costs and data into projects, simplifying the process of daily tracking. Below, we offer a simple guide to help you when creating a project.
Step 1: Click the '+ New Project' button
Go to the BenchMarx Website; once logged in, you'll land on the project dashboard, which is like the homepage showing all your projects. Start by clicking the '+ New Project' button.
Step 2: Fill in your project details
You'll need to give your project a name, contract number, a short description, and provide an address. After filling in the details, hit the 'Create' button. Your project is now created and added to your account.
Note: Our Basic account subscriptions include access to 2 projects, whereas our Pro plans and Enterprise subscriptions offer unlimited project creation.
Who can create a project?
Only Account Owners and Account Managers can create projects. Crew leaders are unable to do this. Check out our article on roles and user types to understand permissions so you can assign roles more effectively.
When an Account Owner, Account Manager, or Project Admin creates a project, it's added to their organization's account. They're automatically included in the project once it's created.
Who can leave a project?
Only Account Owners and Account Managers can leave any project in their account. But, when they leave:
They can not perform any actions with timesheets or cost summaries.
All timesheets and cost summaries for the project become read-only.
They can only download the PDF.
Follow these steps to create projects easily in BenchMarx, making your work simpler to manage. Once your project is set up, you can invite team members and guests to view timesheets and collaborate effectively.