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Creating & Updating Projects

Ready to launch a new job in Planmaster? This guide explains how to set up a new project, enter contractual details and municipal filing references, and update information as work progresses.

How to Create a New Project (Step-by-Step)

  1. Click Projects in the left sidebar menu.
  2. Click the blue New button in the top-right corner.
  3. The New Project modal dialog will open.

1. Essential Contract Information:

  • Project code *: A unique short reference code used across your company (e.g., PRJ-BLR-001 or SITE-2026-05).
  • Project name: The full project or contract title (e.g., Metro Commercial Complex - Phase 1).
  • Project type: Select the contractual scope from the dropdown (see Permit, Completion, Renovation, Maintenance, Survey below).
  • Status *: Set to Active for active contracts, Completed once finished, or Inactive for pending/archived contracts.
  • Client: Select the client from the dropdown list.
  • Work progress status: A free-text note on physical construction progress (e.g., Slab casting in progress).
  • Description: Summary of project scope, structural characteristics, or contract notes.
  • Start Date & End Date: Targeted contract mobilization and completion dates.
  • Budget (INR): Total contracted amount in Rupees (e.g., 15000000.00 for ₹1.5 Crores).

2. Municipal & Civic Filing Details:

For Indian construction companies managing statutory sanctions and municipal approvals, Planmaster provides dedicated compliance fields:

  • Project Type: Select the contractual scope from the dropdown:
  • Permit: Greenfield construction requiring sanction drawings.
  • Completion: Finishing or occupancy certification.
  • Renovation: Structural alterations or retrofitting.
  • Maintenance: Ongoing facility upkeep.
  • Survey: Site contour and cadastral surveying.
  • Local Body Type: Select the governing Indian civic authority:
  • Gram Panchayat (Rural Village Council)
  • Panchayat Samiti (Block Level)
  • Zilla Parishad (District Level)
  • Nagar Panchayat (Transitional Urban Area)
  • Municipality (Town Municipal Council)
  • Municipal Corporation (City Corporation, e.g., BBMP, BMC, GHMC)
  • Cantonment Board (Defense Area Authority)
  • Local Body Name: Name of the municipal office or panchayat (e.g., Bruhat Bengaluru Mahanagara Palike).
  • Ward Number: Administrative municipal ward or zone number (e.g., Ward 150 - Bellandur).
  • Revenue Ward: The revenue department's ward designation, if different from the civic ward.
  • Electoral Ward: The electoral constituency ward number for the site.
  • File Number: The official town planning sanction number or building permit application file ID (e.g., BBMP/LP/2026/8941).

  • File Type: A free-text label for the kind of filing (e.g., Building Permit, Occupancy Certificate).

  • Click Create. Your project workspace is immediately created and visible on your dashboard!

Add the Client First

If this is a new customer, add them in the Clients section first so their name appears automatically in the client dropdown menu.

How to Update a Project Later

As construction moves forward, keeping project records updated takes seconds:

  1. Changing Project Status: When a project reaches final completion, open the project, click Edit project, and switch the status to Completed.
  2. Contract Variation Orders: If the client approves a scope expansion or variation order, update the Budget field so your financial variance calculations stay 100% accurate.
  3. Deadline Extensions (EOT): If the client grants a contractual time extension due to weather or design changes, update the End Date to align your milestone schedule.