How to Create Projects

Last updated: March 11, 2026

Background

Creating Projects allows Team Admins and Team Editors to organize construction jobs and their associated documents within Document Crunch. Projects serve as containers for all contracts, specifications, and supporting documents related to a specific construction job or initiative, making it easy to keep your work organized and accessible to the right team members. Projects inherit access from their parent Team, meaning anyone with access to the Team can view and work with projects based on their assigned role. Use this feature when starting a new construction job, when you need to organize documents for a specific initiative or phase of work, or when creating a centralized location for all contract-related materials for a particular project.

Things to Consider

  • You must be a Team Admin or Team Editor to create projects

  • Projects are created within Teams and inherit access from Team membership

  • All Team members with appropriate permissions can access projects within their Team

  • Project names should clearly identify the construction job or initiative they represent

  • Users with Team Viewer role can see projects but cannot create them

  • There are no project-level access controls at this time—all Team members can access all projects within the Team

  • Project-level permissions are under development for future release

Steps

Creating a New Project

  1. Navigate to the Projects & Documents page for your Team

  2. Click the +New button located near the top of the page

  3. Select Project from the available options

  4. Enter a name for your project that clearly identifies the construction job or initiative

  5. Configure any additional project settings if prompted (such as project location, project number, or description)

  6. Click Create to establish the project

Tip! Use descriptive project names that include key identifiers like project numbers, locations, or client names (e.g., "Smith Tower Renovation - Project 2024-105" or "Downtown Office Complex - ABC Construction"). This makes it easier for team members to find the right project quickly.

Managing Project Access

  1. All users who are members of the Team can access projects within that Team

  2. Team Admins and Team Editors can create, upload, and manage documents within projects

  3. Team Viewers can view projects and documents but cannot upload or modify content

  4. To adjust who has access to a project, add or remove users from the Team in Team Settings

Note: Projects inherit access from their parent Team. At this time, there are no project-specific access controls—all Team members can see all projects within the Team based on their Team role.