1. Click Projects in the navigation bar to the left.
2. Click +New in the top right corner.
3. Enter Project Name in the pop-up window that appears.
4. Select the Concept to which this project is assigned from the available options in the dropdown.
5. Select the Company and Primary Contact from your pre-existing companies, which pre-populates with the primary contact, by typing their name in the box provided. For information about how to Add a New Company & Contact, check out our Creating a Contact video.
6. Leave Status set to Active.
7. Select a Project Timeline.
a. This selection is critical, as it determines what tasks populate in your project timeline, as well as the timeframes in which those tasks are completed. It is important to note that once the timeline is selected for the project, it can not be changed.
8. Select a task in the Select Task dropdown, which pre-populates with the first task in the timeline.
9. Select Select Task Date – either the date that the task will start or the date that the task will be completed. If you have questions about selecting tasks other than the first task in the timeline, ask a SiteZeus Specialist for assistance.
10. Select Landlord Turnover date if applicable. For more information about Landlord Turnover date, check out our Landlord Turnover support video.
11. Select Blackout Dates if applicable. For more information about Blackout Dates, check out our Blackout Dates support video.
12. View the Estimated Open date and the number of operating weeks in the year, which is automatically calculated based on your selections above.
13. Click Next to move to the next tab.
None of the fields on the Address and SqFt or Additional Detail tabs are required.
14. Select Building Type from the available options in the dropdown.
15. Input location to include County, Address, City, State and Postal Code.
a. The map will snap to the location automatically based on your input.
16. Input Indoor Square Footage and Patio Square Footage.
17. Click Next to move to the next tab of the form.
18. Input Project Number
a. This should be a unique identifier and be either letters, numbers, or a
combination of both.
19. Input Email ID, where you can establish your unique email identifier if you want to ‘Email the Project’ at a later time. It is important that this ID is unique across all units.
20. Input Projected Annual Sales in dollars.
Note that projected annual sales will impact any dashboard widgets that look at
this projected versus actual data. Type the projected annual sales in the box or
use the up and down arrows to select the number.
21. Input Lease Execution Date by either typing the date in the field or use the calendar icon to select the date.
22. Lease Received field is informational only and will not impact your timeline if checked.
23. Type Comments and Critical Date Notes as necessary.
24. Click Next to move to the last tab, titled Custom Fields.
The Custom Data field tab contains any and all custom data fields that you have created, and will be unique to your specific franchising system. Some of them may be required, while others are not. You can tell which fields are required as they will be marked with a red asterisk.
25. Click Create and View or Create, once you have populated all the required fields in the window.
26. Click Create and View you’ll be taken directly to the project details on the ‘Projects’ page of SiteZeus.
