A Project is a job or program of work that requires personnel. Creating a project is key to managing recruitment and mobilisation for roles efficiently. It ensures the right personnel are selected and aligned with asset requirements, streamlining the project’s operations from start to finish.

Projects are organised by Asset. Before creating a new project, it's important to understand the recruitment process you plan to follow for this specific project. For more details on the recruitment process and stages, go to Project Roles and Recruitment Overview.

From the left navigation panel, select Projects. Click the + button to open the New Project window. 

Enter Project the details. Project Code: Enter a unique project code.

Project Name: Enter the name of the project.

Select Asset: Choose an asset from the dropdown. If your asset isn’t listed, you can create an asset.

Project Dates: If project dates are required, specify the start and end dates. For more information on Project Dates, go to Project Dates. Start Date: Specify the start date of the project. End Date: Specify the end date of the project.

Assign Project Contributors (Optional): If your organisation uses Project Contributors, enter the names of the admins who will manage the project.

Configure Recruitment Process: In the Recruitment Process window, select the recruitment stages you’ll follow to source, select, and decide on candidates for this project.   Tip: Select the most relevant option. If you are unsure about the stages, they can be modified later.   Click Save to finalize the creation of your project.

Once your project is created, you can now:

• Create Project Roles: Set up the roles needed for the project. For more information, go to Create a Project Role.
• Send Resource Requests to Suppliers: Request candidates for the roles by sending resource requests to your suppliers. For more information, go to Create and Share a Resource Request.

Updated 04 February 2025 07:42