Objective
This SOP outlines the steps to create a new project in EnviroAutomate. Projects organise work for a client across one or more sites, linking fieldwork tasks, client reports, and assigned personnel together.
Demonstration Video
Prerequisites
The client must already exist in the system.
At least one site is recommended so you can attach it during creation, but sites can be attached later.
Key Steps
1. Navigate to the Create Project Page
Click Projects in the left sidebar under the TASKS section.
Click the Create Project button at the top of the list.
2. Enter Project Details
Fill in the required fields (marked with a red asterisk):
Name - the name of the project.
Project Code - a short code used to identify this project. This auto-generates when you select a Client; you can override it by typing your own value before saving.
Client - select the client organisation this project belongs to from the searchable dropdown.
Project Manager - select the staff member who will manage this project.
Optional project details fields:
External Reference - an external reference number (e.g., from your company's project management system).
Client Reference - a reference number provided by the client.
Report Reviewers - select one or more staff members who will review reports for this project.
Description - a detailed project description visible to all users.
3. Set the Timeline
Start Date - the project start date (use the date picker).
Due Date - the project due date (use the date picker).
4. Configure Defaults for Newly Attached Sites
This section sets the default fieldwork task types and client report types that will be pre-selected when you attach sites to the project. Defaults are organised into category panels. The panels you see depend on the fieldwork task and report types configured for your tenant. The full set is:
Assessment Review
Groundwater Monitoring Event
Hazmat
Landfill Gas (LFG)
Preliminary Site Investigation
Soil Classification
Other
Within each panel, check the boxes for the Fieldwork Task Types and Client Report Types that apply tho this project. Panels that have no available items for your tenant are hidden automatically.
Then set the default personnel (both required):
Default Fieldwork Technician - the staff member assigned as the default technician for fieldwork tasks created when you attach sites.
Default Report Writer - the staff member assigned as the default writer for client reports created when you attach sites.
And the dispatch toggle:
Dispatch Now? - this checkbox is on by default. When checked, fieldwork tasks are immediately dispatched to the assigned technicians as soon as you save the project (or attach sites later). Uncheck if you want to dispatch manually later.
5. Attach Sites to the Project
This step is optional - you can save the project without sites and attach them later.
To attach sites now:
Click the Attach Sites button to open the selection modal.
In the modal, use the search field to filter sites by name or address.
Tick the checkbox next to each site you want to attach (or use the header checkbox to select all matching).
Click Attach Selected Sites. The modal closes and the sites appear in the Project Sites table.
Once a site is attached, you can configure per-site overrides for any of the defaults:
Assigned Fieldwork Tasks - the task types to create for this site.
Assigned Field Technician - override the default technician for this site.
Assigned Client Reports - the report types to create for this site.
Assigned Report Writer - override the default report writer for this site.
Assigned Report Reviewers - override the default reviewers for this site.
To remove a site you attached but haven't saved yet, click the trash icon next to the site.
6. Save the Project
Review all entered information.
Click Save Project.
If you saved without any sites attached, a confirmation dialog will warn you and explain that no fieldwork tasks or client reports will be created until sites are attached. Click OK to continue, or Cancel to go back and attach sites first.
On success, you are redirected to the Projects list. Fieldwork tasks and client reports are automatically created for each attached site based on the selected task types and report types.
If Dispatch Now? was checked, fieldwork tasks are immediately dispatched to the assigned technicians.
Copying From an Existing Project
You can pre-fill the Create Project form from an existing project's settings:
From the Projects list, click the Copy action on the project you want to use as a template.
The Create Project page opens with most fields pre-populated from the source project (Name, Description, External Reference, Client Reference, Client, Project Manager, Report Reviewers, Default Technician, Default Report Writer, default task and report type selections, Dispatch Now?, and the attached sites with their per-site overrides).
Project Code, Start Date, and Due Date are intentionally cleared - fill these in for the new project.
Adjust any other fields as needed and click Save Project.
How Project Code Auto-Generation Works
When you select a Client, the Project Code field is automatically populated if it is empty.
You can override the auto-generated code by typing your own value before saving.
If you clear the field after selecting a Client, a fresh code is generated.
Cautionary Notes
Tasks and reports are automatically created on save for every attached site - review your selections carefully before clicking Save Project.
If Dispatch Now? is checked, technicians will receive notifications immediately on save.
Default task types, report types, technician, and report writer apply to all newly attached sites, but you can override them per site.
Ensure the correct Client is selected, as this determines which sites are available to attach.
Saving without sites is allowed but you will get a confirmation prompt first.
Tips for Efficiency
Set the project-level defaults first, then attach sites - the defaults are applied to each site as you attach it.
Use the per-site overrides only when a particular site needs different settings from the project defaults.
Use the search field inside the Attach Sites modal to quickly find and select sites.
Use consistent naming conventions for projects to make them easier to search later.
Add a description to provide context that may assist team members later.
Use Copy on an existing project when you have a similar engagement; it carries over your default selections and sites.