Overview

Adding a Project to an Account creates a relationship between the selected Project and Account and all other subsequently connected data structures in the hierarchy. This relationship is important when uploading Project Data Files connecting data across the system's data structure.

Navigation

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

Navigation Menu

2. From the Get Valuations screen, click the Accounts tab.

Accounts Tab

3. From the Accounts tab, click an Account on the Accounts Summary section.

Accounts Section

Creating a New Project from the Account Summary View

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.

1. From the Account Summary screen, scroll to the Projects section.

Projects Section

2. Click the +Create New link.

+Create New Link

3. From the Create a New Project pop-up, 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.
4. 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.
5. Select a project start date from the Calendar pop-up under the Date Started field.

Calendar Pop-up

6. The Created By field displays the User that created the project when the Create button is selected.
7. The Created On field automatically generates the date the project was created, using today's date.
8. 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.
9. 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.
10. Enter a brief description outlining the project by adding further details in the Description field. The Description can identify the project within the system.
11. 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.

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

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  Adding an Account to a Project

  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