> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # Project Management Overview > Group a multi-week install in FieldPulse into one Project that holds its jobs, subtasks, estimates, staged invoices, files, and timesheets. > **Who uses this:** An Administrator turns Project Management on in Company Settings; each Project is then assigned to a team, and comments on a Project are visible to every member of that team. **Availability:** All regions. Project Management is included in the FieldPulse subscription — the Project Management card in Company Settings > Features & Plugins lists it as included — and is turned on per account. Some work does not fit inside a single job. A multi-week install, a scope that bills in stages, an engagement that spans several trips and several invoices — track that as one [job](https://www.fieldpulse.com/features/job-management) and the details start slipping. A Project holds all of it in one place: every job, subtask, [estimate and invoice](https://www.fieldpulse.com/features/estimates-and-invoices), file, and timesheet tied to the same long-running engagement. ## Overview A Project is a long-term record that groups related work under one customer. Where a job covers a single unit of work, a Project covers the whole engagement — the jobs, subtasks, estimates, invoices, files, and timesheets that add up to one large or multi-week effort. Jobs can span multiple days on their own, so reach for a Project when the work carries complex assignments across a longer period, or needs more than one invoice before it is finished. For a side-by-side comparison of the three work records, see [Projects vs. Jobs vs. Site Visits Details](/jobs/projects/projects-vs-jobs-vs-site-visits). ## How it works A Project sits above your jobs and collects everything attached to the same scope of work. * **Every Project belongs to a customer.** The project record carries a name, description, location, start and end date, status, completion percentage, and an assigned team. * **Status tracks the stage, and completion percentage tracks progress.** A Project follows a **Status Workflow**, and its **Status** reflects the stage the work is at — Opportunity, Accepted, Planning, In Progress, and Pending are the statuses shown in the project views. The completion percentage is a slider you move as the work advances. * **Jobs and subtasks are created underneath the Project.** Each one is scheduled, assigned, and tracked on its own while staying attached to the Project. * **Estimates, invoices, purchase orders, files, comments, and timesheets attach to the Project record** through the tabs across the top of the record. * **Job Notes on the Project insert automatically into related jobs**, so a crew opening a job started from the Project sees the same context. * **Any record linked to a Project can open the rest of them.** A job, estimate, invoice, purchase order, or file tied to a Project shows a **Related Project** tab that lists everything else on that Project. ## Before you begin * **Project Management is turned on per account.** An Administrator opens **Company Settings**, selects **Features & Plugins**, finds **Project Management**, and selects **Enable**. **Projects** then appears under **Work** in the left menu. * Once Project Management is on, a **Projects** area also appears in Company Settings, where you can add your own fields to project records — see [Setting Up Custom Fields on Project Records](/jobs/projects/custom-fields). ## On web ### Finding your Projects Projects live under **Work** in the left menu. The **Projects** page opens in **List** view, which shows each project's number, name, status, date range, assigned teams, completion percentage, and customer. The Projects page in List view with columns for Project number, Project Name, Status, Date Range, Teams, Completion, and Customer, and the green Create Project button in the top right Use the **Open**, **Closed**, **Unassigned**, **Archived**, and **All** tabs to sort your projects by status and to spot the ones no team has picked up yet. The Open, Closed, Unassigned, Archived, and All filter tabs highlighted above the project list, with Open selected ### Gantt view The **Gantt** tab organizes your projects by date so you can see the month at a glance. Hover over any project bar to show that project's details. The Gantt tab selected, showing Bathroom Renovation, Test Project, and Home Renovation as horizontal bars across a May 2024 day-by-day calendar ### By Status view The **By Status** tab groups your projects into columns by the status each one is in. The By Status tab selected, showing project cards sorted into Opportunity, Accepted, Planning, In Progress, and Pending columns ### Creating a Project from scratch 1. Select **Create Project**. 2. In the **Add Project** window, select the **Customer**, enter a **Project Name** and **Description**, and choose the **Start Date** and **End Date**. The location is pulled from the customer's information automatically, or you can enter coordinates in Decimal Degrees (for example, `34.0522, -118.2437`) or Degrees, Minutes, Seconds (for example, `34°03'08"N, 118°14'37"W`). The Add Project window with Customer, Project Name, and Description fields, a Status Workflow set to Default Workflow, Start and End Date, Status, Completion Percentage, Notes, and a Job Notes field labelled automatically inserts into related jobs 3. Set **Status** to the stage the project is at. You can update it as the project progresses. The Add Project window with the Status dropdown open, listing Opportunity, Accepted, Planning, In Progress, and Pending 4. Move the **Completion Percentage** slider to your current level of completion, then select **Select Team Assignment**. The Add Project window with arrows pointing to the Completion Percentage slider and the Select Team Assignment field near the bottom of the form 5. Choose a team in the **Assignments** window, then select **Apply**. See [How to Create a Team](/settings/users-teams/creating-a-team) if you have not built your teams yet. The Assignments window listing John's Team with a green check beside it and Team A unchecked, with an Apply button in the bottom right 6. Select **Save**. The completed Add Project window showing Teams set to John's Team and an arrow pointing to the Save button ### Creating a Project from a job Start a Project from an existing job record to keep everything connected. This works well when a small job, an evaluation, or an estimate visit turns into a larger project. On the job record, select **Actions**, then **Create Project**, and fill in the project details the same way. The Actions menu open on a job record, with Create Project highlighted in the Related column alongside Create Subtask, Create Estimate, and Create Invoice ### Creating a Project from a template A project template saves the sub-records you build for every project of a given type — subtasks, estimates, and invoices — so a new project starts with them already attached. Turn on **Save As Project Template** while filling out your project details to save what you are building, or select **Import Template** to start from a template you already have. The top of the Add Project window highlighted, showing the Import Template button and the Save As Project Template toggle beside the General section Project templates can include job templates inside them. Any preset jobs you have built as job templates can be nested in a project template, so your standard set of jobs is ready whenever you create a project from that template. See [Setting Up Job Templates](/jobs/jobs-tasks/creating-job-templates). ### Working in the Project record After you save, FieldPulse opens the project record. From there you can view and edit every detail you entered, add comments, add jobs or subtasks, create estimates and invoices, attach files, and track employee timesheets. Select **Actions** for those options, or use the tabs across the top of the project record. The Actions button highlighted on a project record with its menu open, listing Create Job, Create Subtask, Create Estimate, Create Invoice, Create Form, Add Comment, and Attach File/Photo The project record tab bar highlighted, showing Info, Comments, Jobs, Recurring Jobs, Subtasks, Estimates, Invoices, Files, Timesheets, Forms, Purchase Orders, and Cost ### Adding jobs to a Project Open the **Jobs** tab on the project record and select **Create Job** to set up the first job for this project. The Jobs tab of a project record with the green Create Job button highlighted above the job list, next to Create New Series You can also create the job from **Jobs** in the left menu when you are not already in the project record. Link it to the related project as you create it. The **Create New Job** window opens with the project, customer, and location already filled in, and you can assign the job to any team member on the team assigned to the project. See [How to Create a Job](/jobs/jobs-tasks/creating-a-job) for the rest of the fields. Select **Save** and the job appears in the project's jobs list. Repeat for every job the project needs. The Create New Job window with Customer, Project, and Location pre-populated from the project record, plus Job Title, Start and End Date, and Select Team Members fields ### Adding comments and files Team members are notified automatically as jobs are added to the project. To leave the team a note of your own, open the **Comments** tab, write your comment, and select the send arrow. Every member of the team assigned to the project can see it. The Comments tab of a project record with the empty comment box and send arrow highlighted Attach files to the project on the **Files** tab — photos you want to share with your team, or PDF documents such as the service manual for a piece of equipment. Select **Upload File**, **Create Folder**, or **Import From File Library**. The Files tab of a project record showing There are no files or folders with the Upload File button highlighted beside Create Folder and Import From File Library ### Using the Related Project tab Any record linked to a project shows a **Related Project** tab at the top of the screen. Open it to reach everything else tied to the same project — jobs, estimates, invoices, purchase orders, and files — without leaving the record you are on. Teams often use it to reference files from an earlier job while working the project's next job. A job record with the Related Project tab highlighted and its sub-tabs Jobs, Estimates, Invoices, Purchase Orders, and Files highlighted below, listing three jobs on the same project You can also create any of those records from this tab and have them link to the project automatically, using the create buttons above the list. The Related Project tab of a job record with the Create Job and Create New Series buttons highlighted above the list of related jobs ### Completing a Project When the work is finished, open the **Info** tab on the project record, change **Status** to **Complete**, and move the completion percentage to 100%. The Info tab of a project record with the Status field set to Completed and the Completion Percentage at 100% highlighted together