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Create a project

Create a project when a tenant sends a Scope of Work (SOW). The project starts with that SOW as version 1 and a status of SOW Received.

Who can do this: Admin, Manager

  1. In the sidebar under Finance, select Projects.

  2. Select New Project. On a phone, this is the plus button.

  3. Enter a Title and choose the Facility. If you change the facility later in this form, the project manager is cleared.

  4. Choose a Project manager if you know who it is. The list shows active Admins and Managers with access to the facility.

  5. Add a Description if it helps.

  6. Check the Lessee & lease section. It fills in from the facility’s lease info, and you can change it for this project. See Keep a project’s lease info up to date.

  7. Enter the Requested date and Target completion date. Flex CMMS uses the target date to flag late projects.

  8. Under Scope of Work (version 1), enter how and when the SOW arrived and who sent it. Add a short Scope summary.

  9. Under SOW documents & emails, select Add files to attach the SOW and the email it came in.

  10. Select Create project.

The project opens with a number like PRJ-2026-001. If you chose a project manager, they’re notified, and facility staff hear about the new project unless the facility has changed its settings. See Finance notifications and reminders.

Section titled “Related”