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      Renovation or Re-Open Projects

      Exciting news for Synuma users! You can now initiate Renovation or Re-Open projects directly from the Project Grid, eliminating the need to navigate within a Location. This support article will guide you through the steps and explain how the project

      1. How to Initiate Renovation or Re-Open Projects from the Project Grid:

      • Selecting Project Type: To initiate a Renovation or Re-Open project, start by accessing the Project Grid. When creating a new project, you'll now have the option to choose from 'New Development', 'Renovation', or 'Re-Open' as your project type. This simplifies the process and saves you time.

      • Unit Association: When selecting a Renovation or Re-Open project, SiteZeus will prompt you with an additional dropdown to select the 'Related Location' to which this unit will be associated. Use the type-ahead box to search by name, address or unit number.

      • Timeline Options: The project type you select will drive the available timeline options for your project. This feature ensures that you choose the appropriate timelines for your specific project type, preventing any mistakes during the setup process.

      2. Benefits of Initiating Projects from the Project Grid:

      • Streamlined Workflow: With the ability to start Renovation or Re-Open projects directly from the Project Grid, you no longer need to navigate within a Location. This simplifies your workflow and saves valuable time.

      • Reduced Margin for Error: By aligning timeline options with the chosen project type, you are less likely to select an inappropriate timeline for your project, reducing the risk of errors in your project setup.

      3. Maintaining Historical Project Data:

      • Archiving Renovation and Re-Open Projects on the Location: Despite initiating Renovation and Re-Open projects from the Project Grid, these project types will still be archived on the Location, just as they have been historically. This ensures that your project data remains organized and accessible for reference and reporting.

      In conclusion, the new ability to initiate Renovation or Re-Open projects directly from the Project Grid in SiteZeus streamlines your workflow and enhances project setup accuracy. By aligning timeline options with the project type, you can feel confident that you're selecting the right parameters for your project. Rest assured that historical data organization remains intact as Renovation and Re-Open projects continue to be archived on the Location. Enjoy a more efficient and error-free project initiation process with SiteZeus's latest feature enhancement!