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Appia® Knowledge Center

Create or import a new project

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Projects created in the Appia service are used to guide the work starting with estimation through the finished project. When you create a project in the Appia service, you enter information about the type of work and the location of the project, plus any percentages for business enterprises for disadvantaged, minority, or women owned business.

The My Projects page displays either new or under construction projects, depending on your role. You can also set it to show favorite projects.

After you set up your project, you should check your project settings (including user access), and add items, time limits, and funding.

Create a project

The project overview for a new project displays the general information and other aspects of the new project. If you do not enter information in some fields in a new project, you will not see those fields in an under construction project.

  1. From the My Projects page, click Create Project.

  2. Enter your project information. 

  3. Select whether you're going to analyze or import bids for award. 
  4. Enter your project information and click Save.

The Appia service takes you to the project Overview page. The Overview page for a project displays all of the information that was entered along with the name of the user who created the project along with the time it was created. 

After your project is created, you can add or import items or bid items, add time limits, and add funding.

Import a project

You can import a JSON file into the Appia service as a new project. All items in the project must be in the reference data and the worksheets setting will be on. The project will be imported in a read-only format, so no changes can be made to the project until it is advanced to construction.

Download the sample project file if you need help on how to correctly format the JSON file.

Imported projects will display a tag on the My Projects page.

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  1. From the My Projects page, click Import Project.

  2. Click Select File.

  3. Navigate to and select the JSON file, and click Open.

  4. Click Import.

The Appia service imports the file and lists it as a new project.

Delete a project

You can delete a project only in the New phase. The Appia service logs the information of the user who deleted the project.

  1. Display the new projects on the My Projects page.

  2. Click the X for the project you want to delete.

  3. Click OK in the delete confirmation window. 

The Appia service deletes the project and returns you to the My Projects page.