Creating & Managing Projects in Shape

The first step to streamlining your project delivery processes with Shape is to set up your Project. This guide walks you through how you can create your Project—including how to add your Project Locations and Disciplines, and also add both your team members and other organisations.

Step-by-Step Guide to Setting Up a Project

Step 1: Navigate to "My Projects"

1. Sign In: First, ensure you are logged into your Shape account.

2. Access My Projects:

   • Click on your name located at the top right-hand corner of the screen.

   • From the dropdown menu, select My Projects.

Step 2: Create a New Project

1. Create a New Project:

   • On the My Projects page, find and click the New Project button at the top right corner.

2. Fill Out Project Details:

   • Project Name: Enter the full name of your project.

   • Short Name: Provide a short identifier (e.g., "CLT" for "Clifton Tower") to easily reference issues.

   • Avatar: Optionally upload a logo for branding your project.

   • Time Zone: Select the appropriate time zone for where your project is based.

3. Once all necessary details are filled out, click Next to move forward.

Step 3: Configure Initial Project Setup

1. Add Your Organisation:

   • Enter your organisation’s name, linking the project to your company structure.

2. Add Team Members:

   • You can invite team members during this stage by inputting their email address and clicking Add and notify to join. You can also do this at a later stage by navigating back to your organisation in the Organisation tab within the Admin section.

Step 4: Complete Project Setup Tasks

At the top of your screen, the Project Setup Progress Bar will guide you through additional tasks, all of which can be alternatively found by navigating to the Admin tab within the control panel.

1. Create Your Location Tree:

   • You can add locations (and sub-locations) to set up your Shape project structure to match your project naming conventions by clicking on the + icon and giving your location a name and abbreviation. You can reorder these locations and sub-locations by dragging and dropping as necessary.

2. Add Disciplines:

   • Similarly to the location tree, you can add individual disciplines or works packages (such as ‘Structure' or ‘Fitout’) including any sub-disciplines in the same way that you have added locations.

3. Add Colleagues:

   • If you didn’t add your team members in the previous step you can do this here by selecting your team from the Organisations tab, and clicking Add Users. You’ll then need to add their email address to invite them to the project.

4. Invite Other Organisations:

   • You can set up and invite external organisations into your project by selecting + New Organisation within the Organisations tab. You can then input their team name and input email addresses to invite users to the new organisation you have created.

5. Set Up Custom Fields:

   • You can add ‘Custom Fields’ to tag and filter by within Shape to suit your project needs. To do this select Custom Fields within the Admin tab, click + New Field and give it a name.

6. Add Resources:

   • Identify key equipment, teams, or personnel that will be implemented on-site. You can add these to your project by clicking on the relevant tab within the Resources section.

Summary

Setting up your project in Shape is designed to be intuitive yet comprehensive, allowing you to configure the Shape project environment to match your project. It is important to maintain your Shape project setup throughout the delivery of your project, as you may need to add additional users, locations or disciplines—so keep this guide handy as you may need to refer back to it in the future. For further assistance you can contact the Shape support team at support@shape.construction.