Starting a new project in Matrak is quick and easy. Whether you're signing up for the first time or already have a project in Matrak, here's a simple guide to get your project up and running in no time.
1️⃣ Create a New Project:
To create a new project, you'll need to first navigate to Matrak's project setup page.
You can get here either by:
Selecting "create a new project" from Matrak's sign in screen
Selecting the “create a new project" from your project dropdown list in your main header navigation bar
2️⃣ Five Step Project Setup
From Matrak's project setup page:
Step 1: Project Name: Begin by entering your project's name and selecting the Continue setup button.
Tip: For an even faster setup, use the Select a previous project to copy dropdown to duplicate one of your previous projects, including all of its record types.
Step 2: Trades Selection: Choose from the selection the trades you'll be working with to tailor your project setup from the start. Matrak's industry insights recommend beginning with these trades to keep your project on track
Step 3: Supply Chain Visibility: Select which areas of your supply chain you'd like better visibility of. Matrak helps you connect your entire supply chain from design through to handover and on-going maintenance.
Step 4: Feature Select: Choose the Matrak features you plan to use most. This helps us customise your experience and guide you through onboarding, ensuring you discover features that best suit your team's needs.
Step 5: Material Tracking: Lastly, choose the materials you want to start tracking. Based on your selections, we'll set up your project with relevant templates to get you up and running as quickly as possible.
3️⃣ Next steps: Adding Records to your Project
Now that you're all set up and your project has been creating it's time to start tracking.
Your project will be pre-populated with relevant record types, but you can always add more records to your project.
Looking to add large quantities of materials to your project? We know that for some projects, generic materials like joinery, lighting, or other loose items are a dime a dozen - and no one has time to enter unique ID’s for large quantities of materials. Learn how you can quickly bulk add large quantities of materials to your project.
And if you already have a BOQ or material list in an Excel file — you can quickly upload a BOQ or material lists by simply navigating to your 'Custom Reports' page and following these steps on how to upload a CSV or Excel file to Matrak.
By following the steps outlined in this article, users of all experience levels can easily create new projects in Matrak and get up and running in seconds. Give it a try today!