How to Create a Construction Project in Pegasus
From the My Projects page, select the New Project button.
From the side blade widget on the right side of the page, complete the project setup fields seen below. Click the Save button when finished:
*Project Name: The name of the project (this is a required setup field).
*Job Code: This field can be a client name/acronym, additional field for project number. Example 1: if you have projects belonging to the Department of Transportation your Job Code could be 'DOT'. Example 2: your accounting system has a unique job number you would like to add (this is a required setup field).
*Project Number: A project identifying number: This could be a number assigned by the owner, or a number you use internally for projects, or a number representing how many projects you have (this is a required setup field).
Prime Contractor: The company name of the Prime Contractor for this project.
Project Owner: The company name of the project Owner.
Location: General or Specific Location for the project. This can be specific or general. For example: Cleveland, OH or 123 My Street, Cleveland, OH 44102. This field will display the project's location on a map on the project's Dashboard page.
Engineer: The name of the Engineer/Architect for this project. Can be individual or company name.
Project Type: A category for the type of project this is defined by use, scale, purpose, what's being built or end use.
Project Sub Type: A secondary category or segment to categorize or group the Project Type.
Status: The status field denotes the projects current position or state such as: Active, On Hold, Canceled, Delayed, etc.
Start Date: The estimated start date for the project.
Completion Date: The estimated completion date for the project.
Phase: Phase of construction this project is currently in.
Description: Summary of project details and requirements.
Tags: Flexible grouping option(s) for your project, multiple selections supported.
You will see your new project displayed as a card in the projects area of the My Projects page.
Select the project card to open the new project.
NOTE: The information entered during project setup can be modified from the project's Dashboard in the Details section.
Update project setup fields from the Dashboard
Select the project from the My Projects page.
You can modify project fields after setting up a project in Pegasus from the Details section on the project's Dashboard page by selecting the Edit button.
Add, edit, or remove information from the relevant setup fields. Select the Save button to finish.
NOTE: It is important to ensure this information is correct as it is displayed in the header of each PDF document created for this project in Pegasus such as: Field Reports, Payments, Change Orders, etc.