Overview

Administrator Users can add Projects to the system. Projects organize Locations and Buildings within the system. Connecting these data structures creates relationships. Relationships are important as they connect data across the system's data structures.

 Below is a flowchart that illustrates the data structure within the system.

Data Model

The Project table contains information about each Project processed in the Application, including the Project's name, the date started, the date ended, and more. Each Project can contain multiple locations. Customers have a unique identifier called an External Ref ID, which links the customer to the Account tables.

User Account Requirements

The User must have Administrator permissions to add a new Project to the system.

Relation Information/Setup

Please refer to the Filling out the Kroll Data Upload Template article for further information regarding properly filling out the Kroll Data Upload Template file.

• Filling out the Data Import Template

Please refer to the Submitting a Project File to Upload to the system for further information on Uploading Project Files:

• Submitting a Profile File to Upload to the System

Navigation

1. From the Home screen, click the Navigation Menu and select Management from the dropdown menu.

Navigation Menu

2. From the All Actions tab, click the + Add a New Project button.

+Add a New Project Button

Creating a New Project

1. From the Create a New Project screen, fill out the following fields:

Create a New Project Screen

• Project File:
  • File: Drag and drop the .csv Kroll Data Upload Template file into the designated area on the Project File field, or select the top proportion of the Project Files field and select a .csv Kroll Data Upload Template file from the connected PC. Please refer to the Filling out the Kroll Data Upload Template article for help filling out the template.
  • Web Link: Click the designated area on the Project File field to add a web link. 
  • For more information on adding a web link to the project, see the section Adding a Web Link.

2. Click the Display Name link to access the web link content.

Display Name

3. Select a Project start date from the Calendar pop-up.

Calendar Pop-up

4. The Created By field displays the User that created the Project when the Create button is selected.
5. The Created On field automatically generates the date the Project was created, using today's date.
6. Click the Add Existing Account link to add the Project to an Account. For more information on adding an account to the project, see the section Adding an Account to a Project.
7. Enter the project name in the Project Name field. The Project Name will be used throughout the system to identify and search for the Project.
8. Enter a brief description outlining the Project by adding further details in the Description field. The Description can identify the Project within the system.
9. Click the Create button to create the new Project. A system notification will appear at the top of the screen indicating the Project was created.

Creation Successful

Add a Web Link

Instead of adding a Project File, a User can add a web link to a Project to link to Valuation data outside the system.

1. Select Click to add a web link to a file on the Project File field.
2. Enter a name used to display the web link in the Display Name field. 
3. Enter the URL location where the Valuation data is in the URL Link field.

Web Link Pop-up

4. Click the +Add Link button to add the web link to the Project.

+Add Link Button

Add the Project to an Account

1. The Add Existing Account pop-up will appear.
2. (Optional) Enter a keyword in the Search field to narrow the search results.
3. Select the + Add link next to an Account.

Add Existing Account Pop-up