[BOLDR] Projects, Folders, and Jobs Overview

Projects and Jobs are the organizational units present for organizing information in the BOLDR Pro platform. You can think of them similar to folders in which you can organize your job information in.  All information including photos, measurements, PDFs, and other Data is stored within a job which is stored in a Project.

By default when making a new account, a demo project is created which contains examples of jobs, projects and more. This can be deleted by holding on the Project banner (in the side tray) for 3 seconds, then selecting "Delete" form the bottom sheet options. 

To Make A New Project

  1. Select the hamburger menu in the top left corner of the screen.
  2. Ensure the correct Organization is selected at the top
  3. At the bottom of the screen, select the large banner with the "+" button 
  4. Name your new Project and Select "Create"

To Add a Folder or Job to A Project

  1. Select the hamburger menu in the top left corner of the screen.
  2. Ensure the correct Organization is selected at the top
  3. Select the Project that you would like to add to (a Blue outline appears around the project)
  4. At the bottom of the Job list under the selected project, select the large banner with the "+" button 
  5. Select either "Folder" or "Job"
  6. Name your new Folder or Job and Select "Create"

 

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