Projects Overview

Construction is project-based. Every inspection, report, issue, task, and contract exists in the context of a specific project — a building site, a renovation, an infrastructure job. Pasco Cloud uses projects as the central organising unit for all your construction work.

What Is a Project?

A project in Pasco Cloud represents a single construction job or engagement. It is the container that connects everything together:

• Templates — the inspection forms used on this project
• Reports — completed inspections and documented findings
• Issues — defects, safety concerns, and items requiring attention
• Tasks — work items assigned to team members
• Contracts — commercial agreements linked to the project
• Organisations — the companies involved and their roles
• Members — the people working on the project

Every project has its own detail page where you can see all of this information in context.

Project Details

When you create a project, you can record:

• Name — the project title (e.g., "42 Smith Street — Residential Build")
• Description — a summary of the project scope
• Project type — a freeform label describing the type of work (e.g., "Residential", "Commercial Fitout", "Civil Infrastructure", "Heritage Restoration")
• Reference numbers — a project reference and an external reference for cross-referencing with your own systems
• Budget — the project budget value and currency
• Address — the site address (street, city, state, postcode, country)
• Map location — GPS coordinates shown on an interactive map, set via a click-to-place map picker
• Status — the current stage of the project
• Start and end dates — planned project timeline

ℹ️ Did you know?

The project type is freeform text, not a fixed list. This means you can categorise your projects however makes sense for your business — "Residential", "Commercial", "Electrical", "Plumbing", or anything else. Different companies use different terminology, and Pasco Cloud accommodates that.

Project Status

Every project has a status that reflects its current stage:

You can move a project between any of these statuses at any time — there is no rigid sequence. This flexibility reflects the reality of construction projects, which often pause, restart, and change scope.

Archived projects are hidden from the default project list to keep things tidy, but you can view them by toggling the archive filter. All data in archived projects is preserved and accessible.

Organisations on Projects

One of the most important concepts in Pasco Cloud is the project-organisation relationship. Construction projects always involve multiple companies — a principal contractor, subcontractors, consultants, and suppliers. Pasco Cloud lets you record all of these relationships.

Each organisation linked to a project has a role — a freeform label like "Head Contractor", "Subcontractor", "Consultant", or "Supplier". One verified organisation can be designated as the document admin, which controls document numbering for the project.

💡 Tip

Adding all involved organisations to a project early gives your team the full picture of who is working on the job. It also enables the correct organisation to appear automatically when team members create reports.

Read the full project-organisation relationships guide for details on how this model works.

Document Admin

Every project needs a document authority — the organisation that controls document numbering and template context. In Pasco Cloud, this is the document admin.

• The document admin must be a verified organisation
• Only one organisation can be the document admin per project
• The user setting the document admin must be an admin of both the project and the organisation
• Document numbers (e.g., report sequence numbers) are scoped to the document admin organisation

If no document admin has been assigned, the project creator acts as the implicit document controller until a verified organisation takes over.

Project Members

People get access to a project through two paths:

1. Organisation membership — if their organisation is linked to the project, they have visibility into the project through linked groups
2. Direct membership — they are added directly to the project's member list with a role (admin or member)

Project admins can manage both — adding organisations to the project and adding individual members directly. The memberships and roles page explains how permissions work.

Key Features Summary

Getting Started

• Create your first project — a step-by-step tutorial
• Link organisations — add the companies involved in your project
• Manage project details — full reference for project administration