Purpose: Help collect essential details about the project itself such as its name, location, and characteristics, as well as key information about the client. Together, they ensure that all project participants have a clear, centralized reference for administrative, technical, and communication‑related data.
Project Name (1): This field displays the official name of the project. It identifies the project across all sections of the application and is used for reporting, exporting, and organizational purposes. Choosing a clear and descriptive name helps maintain consistency across documents and project stakeholders.
Project Number (2): Shows the unique identifier assigned to the project. This number is essential for internal tracking, version control, cross‑team collaboration, and linking the project to external systems. It ensures each project can be referenced accurately without relying solely on the project name.
Building Location (3): This section contains essential geographic details for the building site. These values are often required for logistics, permitting, documentation, and location‑specific calculations. It includes:
Country - The country where the building is located.
City - The city or municipality of the project site.
Post Code - Postal code for shipping, documentation, or local compliance.
Address - Full street address of the project location.
Investor/GC (4): Displays the name of the Investor or General Contractor responsible for the project. This field documents the main contracting authority and ensures the correct stakeholder is referenced in project reports, exports, and communication.
Architect (5): Identifies the architect or architectural firm involved in the project. This information is useful for coordination, approvals, and maintaining proper documentation throughout the design and installation phases.
Project Characteristic (6): A descriptive text area used to summarize the overall project scope or special considerations. This may include building type, renovation notes, energy‑efficiency goals, façade requirements, or other project‑specific characteristics. Clear documentation here helps align design and estimation with the project’s needs.
Notes (7): An open text field where additional information can be recorded. This space is intended for internal reminders, special instructions, or any context not covered by the other fields. Notes can help teams track important details that may impact design, pricing, or coordination.
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