Creating a project

A project is a set of welds defined by a job or an order. A project can have anywhere from one weld to thousands of welds. WeldTrace uses the term project and in small fabrication settings, the term job would be equivalent to a project.

Apart from the Super User, only the Account Administrators who have been given the "Create Project" privilege can create a project.

Creating a project - step 1

1. Project Number - The first step in creating a project is to enter a project number and a project title. The project number must be unique and may contain only some special characters like ./#()- and space. Number of characters: Min:2, Max:36;
   
2. Project Title - Project or job title doesn't have to be unique. Number of characters: Min:2, Max:72. There is no special character limitation;
   
3. Labels - You may pick up to 3 letters or numbers as a label for this project, for example ST1 or 52X. The project labels will help you group projects for analysis and data visualization purposes; 
   
4. Division - You may also select (or add and then select) a division. Division in WeldTrace is treated as part of your company. Creating a Division and assigning it to projects may be very useful for the purposes of data analysis. You will be able to compare and analyze the data from projects across divisions;
   
5. Customer - You may also select (or add and then select) a customer. When you add a customer to a project, the customer's logo will be applied to that project. All the project reports will carry that logo instead of your account logo. Assigning a customer to a project will be very useful for the purposes of data analysis. You will be able to compare and analyze the data from projects for a customer;
   
6. Contractor - You may also select (or add and then select) a contractor, if the project is executed by a contractor. You will be able to compare and analyze the data from projects executed by a contractor;
   
7. If you click this button, the project will be created and saved. It will not be available for use until it is configured;
   
8. Click here to configure the project;
   
9. Click here to clone the project settings from another project. Read this article for more information about cloning a project's settings;
   

00:00: This tutorial guides you through creating a project in WeldTrace. You will learn the

00:04: necessary steps to set up a new project efficiently.

00:08: Creating a project in WeldTrace requires a few steps.

00:18: First, you need to be an admin and you need to have the create project privilege to

00:22: be able to create a project.

00:26: So click on create project. Here

00:28: you need to enter the project number.

00:30: Here enter the project title.

00:32: You can create labels.

00:35: This is useful for analytics purposes.

00:39: You can select a division, select a customer, or select a contractor, or you can

00:43: create them.

00:45: Using these buttons.

00:46: So these are all optional, only the required fields are project number and project

00:51: title.

00:52: Once you have created a project, you need to configure the project.

00:57: And we'll go through that in the next video.

00:59: You have successfully created a project in WeldTrace by entering required details and

01:04: understanding optional configurations.

01:07: Next, proceed to configure the project settings as covered in the following

01:11: tutorial.

For more information on the points 4 to 6, please read the articles in the section Organization. Click here to view that section.

A project must be configured first, before it will be available for use.

Read the next article: Configuring a Project

Read our blog about Project management for quality and compliance in WeldTrace 

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