Creating a Project*

Understanding Projects in Meld

Projects are a collection of Melds associated with a larger goal, such as Turnovers, Renovations, etc. This article outlines the two methods for creating a new Project: starting from scratch and using a Project Template.

Note: For instructions on how to create a Project Template, please refer to the article Understanding and Using Project Templates.

• Creating a New Project
• Creating a Project from a Template
• Creating a Project from an Existing Meld

Creating a New Project

Step 1:

• Navigate to the left side of the page and click on Projects. Then, select Add Project.

Step 2:

Fill out the following required fields:

• Type (Required): Categorize the project (e.g., Mitigation, Other, Renovation, or Turn).
• Meld Location Type (Required): Choose between Unit or Entire Property.
• Unit or Property (Required): Select the specific Unit or Property for the project.
• Name (Required): The name is automatically generated based on the selected Type and Unit but can be edited.
• Coordinators (Required): Assign Project Coordinators who will be responsible for the project.
• Start Date (Required): Defaults to the current date, but you can adjust it.
• Due Date (Required): This is calculated based on the Start Date plus the duration specified in the Template Target Duration.
• Description (Optional): Add a description to clarify the purpose and scope of the project.

Step 3:

• Click Create Project to finalize.

Creating a Project from a Template

Step 1:

• Click on Projects and then select Templates.

Step 2:

• Complete any missing required fields as outlined in the Creating a New Project section, then click Create Project.

Creating a Project from an Existing Meld

Step 1:

• Go to Melds and click on the title of the Meld you wish to add into a Project.

Step 2:

• Click the options icon, then select Create Project.

Step 3:

• Fill in the required fields as listed in the Creating a New Project section, then click Create Project.