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 must exist to attach to the project
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, but you can override it manually.
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 by fieldwork category:
Groundwater Monitoring Event - Select applicable fieldwork task types and client report types
Hazmat - Select applicable fieldwork task types and client report types
Soil Classification - Select applicable fieldwork task types and client report types
LFG and SEM (Landfill Gas and Surface Emissions Monitoring) - Select applicable fieldwork task types and client report types
Within each category, check the boxes for the task types and report types that apply to this project.
Then set the default personnel:
Default Fieldwork Technician - Select the staff member who will be assigned as the default technician for fieldwork tasks
Default Report Writer - Select the staff member who will be assigned as the default report writer
Dispatch Now? - Check this box to immediately dispatch fieldwork tasks to technicians upon saving the project
5. Attach Sites to the Project
Each project requires at least one site. To attach sites:
Use the search field to find sites by name
Click on a site to attach it to the project
You can also click the "Attach Sites" button to open a modal with a full searchable list of available sites
Once a site is attached, you can configure site-specific overrides:
Assigned Fieldwork Tasks - Override the default task types for this specific site
Assigned Field Technician - Override the default technician for this site
Assigned Client Reports - Override the default report types for this site
Assigned Report Writer - Override the default report writer for this site
Assigned Report Reviewers - Override the default reviewers for this site
6. Save the Project
Review all entered information
Click "Save" to create the project
Fieldwork tasks and client reports will be automatically created for each attached site based on the selected task types and report types
If "Dispatch Now?" was checked, fieldwork tasks will be immediately dispatched to the assigned technicians
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
Cautionary Notes
At least one site must be attached before you can save the project
Tasks and reports are automatically created upon saving — review your selections carefully before clicking Save
If "Dispatch Now?" is checked, technicians will receive notifications immediately upon save
The default task types, report types, technician, and report writer are applied to all newly attached sites, but can be overridden per site
Ensure the correct Client is selected, as this determines which sites are available to attach
Tips for Efficiency
Set the defaults for task types, report types, and personnel first, then attach sites — the defaults will be pre-applied to each site
Use the site-specific overrides only when a particular site needs different settings from the project defaults
Use the search field to quickly find and attach sites
Use consistent naming conventions for projects to enhance searchability
Add a description to provide context that may assist team members later