Divisions and projects are the first step when setting up an account on GoContractor
How to get there: To access the 'Project Builder' feature, a user must be an admin and signed into the Contractor admin portal. Click the 'Setup' tab. Select 'Add / Edit Projects'.
Jump to:
What are divisions?
Divisions in a GoContractor account are created based on regional locations, groups, or companies, with projects nested underneath.
Align divisions with your company structure to organize projects effectively and facilitate easy access to information for inviting workers to the correct projects.
Some key things to keep in mind when creating divisions and projects:
- Create divisions based on regional locations, groups, or companies. For example: if you have multiple projects based in Vermont, you could name a division "Vermont" and nest all your Vermont-based projects below it.
Never nest projects below the root level. Always nest projects below a division.
- Stay consistent with your structure. If you lose track of how you organize your projects, it can be difficult to find things and expand as you add more projects.
How to Create a Division
1. Click the 'Setup' tab
2. Click 'Add / Edit Projects'
3. Click the '+' to the right of the root level (which is the name of your account)
Note: No project should be created at this level
4. Click 'Division Below'
5. Enter the division name
6. Click 'Save'
How to Create a Project
1. Click the '+' to the right of the division
2. Click 'Project Below'
3. Enter the project name
4. Enter the project ID (optional)
5. Click 'Save'
Part 2: Creating a Course
Questions? Email us at support@gocontractor.com
Thank you!