Create a new project

Projects are at the base of APEX. Here we take a look at the steps to take in order to have a project made.

This is a guide for real estate developers and entrepreneurs.

Navigate to "Project":

  • Sign into APEX, and press the menu button in the top left.
  • Find "Project" from the menu options, and press it.
  • Then you will find your list of projects.
    • If you don't have access to any projects yet, this list will be empty.
  • You will find a plus-icon down to the right. Pressing this will let you create a new project for your company.

Create a new project

Now you should be at the form for starting, and filling out information about a project.

  • All information is divided into categorized sections, with the "general information" as the first section. All the sections can be pressed and expanded to show more info.
  • It is just the "Name" of the project that is needed in order to create a new project. The rest of the fields are entirely up to you if you want to fill them out.
  • Go through the sections and fill in the information you know, and the rest can be filled in after the project is created by editing the project. The sections are:
    Read more about editing a project here.
    • General information.
    • Location.
    • Project settings.
    • Involved.
    • Dates.
    • Meter information.
  • When you are satisfied with the added information, then remember to press "Save" down to the right, after the last section.

You will then be taken directly to the overview of your newly made project, and can start the process of adding other elements to your project.

  • Read more about managing your project here.
  • Further work with a project is usually to add the units that will be worked on in the project. Read more about adding a new unit here.
  • You might already have clients lined up for your project. Read more about adding customers here.

Handy tip:

You can manually add units and customers one after the other, but you can also use handy import-tools to import both of these into the project, using spreadsheets from Excel or in CSV format.

  • Read more about importing units by spreadsheets here.
  • Read more about importing clients by spreadsheets here.