In this article:
There are several parts to setting up a new project in Appia. Some are required in order to advance a project to construction, while others are additional options depending on your business needs.
Understanding each component of a new project will help you leverage the highly-configurable power of Appia to track your project data. Click to expand the following sections and learn more.
Create or import a new project
Only system administrator and senior project manager roles can create or import a new project.
Follow these steps to create a new Appia project.
- From the My Projects page, click Create Project.
- Enter project details and select your bid analysis preference (see following section).
- Click Save.
- Add or import project items (see item list setup).
- Optionally, add funding and time limits (see funding setup and time limit setup).
When you're ready, advance your project to construction.
Appia projects can be imported via JSON file. When you import a project, the following statements apply:
- All items in the project must exist in a reference collection that your business has access to
- All contractors in the project must exist in your business's reference data
- Project remains in read-only format until it is advanced to construction
- Imported projects display an "imported" tag on the My Projects page
To import a JSON file as a new Appia project:
- From the My Projects page, click Import Project.
- From the import modal, click Select File. Your computer's file browser will open.
- Find and select the JSON file you want to import. Click Open.
- Use the drop-down menu to select a reference collection to match the imported project's items to.
- Click Import.
The project is imported as a read-only file and can't be changed until it's advanced to construction.
Enter project details
Once your new project is created, you will enter the project details. Some of the fields are required. Information you enter into project details will be displayed on the project's Overview page.
First, enter a unique project ID. This is your project title. It is a required field, and it can't be the same as any other projects in the Appia business.
Next, enter a project description. Use the text entry box to enter and mark up your project's description.
Use the DBE, MBE, and WBE goal fields to designate what percentage of your project is pledged to these business enterprises.
Use the bid analysis preference selection to determine whether you will be importing bids for analysis and award. This choice is required, and your selection will determine the behavior of the items tab. See the help guides on bid analysis for details.
Enter your project's location to see it displayed on the My Projects map view. There are two ways to select your project's map location:
Drop a pin on the map
- Use the interactive coordinates map to find your project's location.
- Click on the map to drop a location pin.
- The location coordinates will automatically populate.
Search for an address
- Use the map's search bar to enter a street address (ex: 123 Main street) or a location name (ex: University of Florida).
- Hit enter or click the search icon to search for matching addresses.
- A drop-down list will display locations that match your search terms.
- From the list, select the project's location.
- The location address will automatically populate.
You can also enter a supplemental descriptive location. Doing so does not affect your project's display on the map view. Use the Location text entry field to enter a physical description of the project's location.
Delete a project
Projects can be deleted only during New phase. To delete a new project:
- From the My Projects page, filter by New status.
- Click the X for the project you want to delete.
- In the confirmation window, click OK.
The project is deleted and you will return to the My Projects page.