Projects

The Projects page lists every construction project and is the starting point for opening a project to view or update its details.

Projects are split into tabs by status:

• Active: projects currently in progress.

• Under Warranty: completed projects still within the builder's warranty.

• Warranty Expired: projects whose warranty has ended.

• Archived: projects that have been archived.

The table shows Project ID, Community, Group, Division, Builder, Address, Lot / Block, and the enabled Trades as colored badges. The Lot / Block column shows the project's lot and block numbers. Click a Project ID to open that project.

A project leaves Active and moves to Under Warranty in one of two ways:

• The builder gave us a close date. The warranty starts on that date, right away. This is the usual path, and nothing about the project's stages changes it.

• No close date. The warranty starts 40 days after the project finishes, and a project counts as finished only once every trade on it has completed its final step. A project with electrical finished but HVAC still on site stays Active. If a trade's final step is later un-completed, or its completion date is corrected, the 40-day countdown adjusts to match.

So a project sitting in Active longer than expected usually has one trade's final step still open. Open the project: a warning icon sits next to the warranty date, and next to the schedule and completion dates on the trade that is holding things up. Hover it to see which trades are still waiting and why, such as a final phase with no completion date entered, or a schedule date that has passed with no completion recorded.

Once a project is under warranty, the completion dates that started the warranty are locked. You can no longer change or clear the completion on those final stages, whatever your role. Adding a new trade moves the project back to Active and unlocks the dates again, since the new trade has no completion yet.

On the Under Warranty and Warranty Expired tabs, the table also includes a Close date source column. For each closed project it shows a badge marking where the close date came from: Auto (closed automatically by ConstructEase once the builder's final work is complete), Builder (from a builder import), Manual (set by a user), or Import (from an older import with no recorded origin). Hover the badge to read the full explanation.

To narrow the list, use the division and Builder filters, switch between All Projects and New Projects, and search by Project ID, Community, Address, Lot, or Block. Each search box lets you match by "contains", "begins with", or an exact match. Matching text is highlighted in the table, and a count next to the filters shows how many projects match. Use Clear All to reset the filters and search boxes.

Administrators also see a Show potential duplicates checkbox. Turn it on to limit the list to projects that look like duplicates of one another, either because they share an address or because their Project ID has a numbered copy. This is a review aid to help you spot and clean up duplicates, so accuracy is not guaranteed.

• Add Project: use the Add Project menu to create a Community project (tied to a community) or an Independent project (standalone).

• Archive or Restore: archive a project you no longer need active, or restore it later.

• Delete: permanently remove a project. Projects that already carry recorded work cannot be deleted. See below.

These actions appear based on your permissions.

Deleting a project throws away the only copy of its history, so ConstructEase refuses the deletion once real work has been recorded against the project. When you choose Delete on one of those projects, a window lists the reasons and offers Archive Instead. Archiving removes the project from the project lists but keeps everything it holds, and you can restore it later.

A project can't be deleted when any of these are true:

• Someone has made purposeful changes to it: moving or locking an installation date, or any other deliberate edit. Changes made by an import, and address corrections on their own, don't count.

• It has been synced with D365: anything pushed to or recorded in D365, including account transactions attached to punch tasks or service calls.

• Notes have been added to it: a project note or a stage note written by a person. Notes an import added don't count.

This applies to everyone, whatever your role: no permission lets you delete a project the check has blocked. More reasons may be added over time, so a project that was deletable before might not be later.

Opening a project shows its detail page, organized into tabs:

• Home: the main overview, made up of cards you can rearrange.

• Library: the project's files and folders.

• Audits: the project's change history (available to administrators). Each entry lists the fields that changed, with the old value struck through and the new value beside it. An entry that was part of a bulk operation, such as a mass fill that updates many records at once, is marked Bulk Update, so you can tell it apart from a single change someone made by hand. Where a field points at another record - the community, the model, the division, an assigned person - the record's name is shown next to its ID, so you can read the change without looking the ID up. A few IDs have no name to show, either because the record was deleted or because it belongs to a part of the system that is not exposed here; those keep showing the ID on its own. Dates are shown the way the field is used: a timestamp such as when the record was last saved shows the date, the time, and your time zone, while a scheduling or business date - a close date, a completion date - shows just the day, because those fields carry no meaningful time. A date that was never set reads Not Set rather than showing a placeholder year. To narrow the history, use the filter row above the list. The Audit Date filters set a start and end date, with a clear button next to them to see everything again. The Change Type filter shows only certain kinds of change, such as Billing Amounts, Notes, or Project Status, and you can pick more than one. The Modified By filter shows only changes made by a particular person, by All Employees, or by the System for automatic updates. The Time Zone field sets the zone the times are shown in and the zone the Audit Date days are measured in; it starts on your own time zone, since audit times are stored in a shared standard time behind the scenes. The filters work together, so a change has to match every filter you set to appear. Each filter you turn on shows as a pill below the row, and you can remove it with the × on the pill or by clearing it in its menu. If nothing matches the filters you chose, the list tells you so. Long histories are split into pages, and you can choose how many entries to show at once. Two checkboxes above the list change how each entry reads: Show concise changes trims each old value down to just the fields that changed rather than the whole surrounding record, and Expand all changes opens every entry's detail at once so you can see the full before and after without clicking into each one. To save the history outside the app, use Export at the end of the filter row and choose CSV or PDF; the download reflects the filters you have set, with one row per changed field.

The Home tab is built from cards, each covering one area of the project. The cards you see depend on the project's trades and your permissions. They include:

• General Information: address, the lot and block numbers, model or unit type, power company, and which trades are enabled. When a project is imported from a builder, this card also shows the Builder End Date, the builder's own projected completion date. It is view only and updates automatically as the builder revises it. If a project has no trades enabled yet, its cards show a No Trades badge, and in edit mode you can use the edit button next to No trades enabled to turn a trade on.

• Install Schedule and Inspection Schedule: dates and installer assignments for each stage, with an option to email the schedule. When you pick an installer, the list offers every installer in your organization who works the phase's trade, no matter which division they are in and no matter which divisions you have access to. It is grouped by division to help you find them, with the phase's own division first, and you can search by name or login email. Next to each date you can use the lock button to lock or unlock it, and a locked date cannot be changed until it is unlocked. Locked dates show a lock icon next to them.

• Stage Notes: a conversation thread for the active stage, shown in its own card below the install schedule. Type a note (Enter starts a new line) and use Save to post it along with your other edits. Your own notes line up on one side and other people's on the other. Use the formatting toolbar for bold, italics, lists, and links. Use the edit or delete buttons on a note you posted to change or remove it. A deleted note stays in the thread as a "deleted note" placeholder; its text is removed but the record is kept for the audit history. You can add a quick emoji reaction to any note, and click a reaction to see who reacted.

• Walk and Punch Lists: walk and punch tasks per phase, with edit buttons to manage them.

• Service Calls: billable and warranty service calls for the project.

• Pull Sheets: rough and final pull sheet status and parts.

• Permits and Permitting / Meter Release: permit numbers, applications, equipment registration, and meter release tracking. When the project has a close date, a small badge next to it shows where the date came from: Auto (closed automatically by ConstructEase once the builder's final work is complete), Builder (from a builder import), Manual (set by a user), or Import (from an older import with no recorded origin). Hover the badge to read the full explanation.

• Drawing and Under Slab: drawing and under-slab status per trade.

• Job Status: a visual summary of how far the project has progressed.

• Contacts and Project Notes: project contacts and a project-level notes thread. Project notes use the same formatting, edit, delete, and reaction controls as stage notes. Use Save to post a pending project note draft along with your other project edits. Use Enlarge to open the project notes in a larger window.

To make changes, switch the page into edit mode, update the fields you need, and then Save or Cancel. If you enter an email address for a home owner, it must be a valid address before the project will save. If a stage's completion date has an unusually early year, a warning asks you to double-check it before saving. You can rearrange the cards by dragging them, and use the reset option to return to the default layout.

You need Projects view permission to open the page. Creating, archiving, and deleting projects each require their own permission, and some divisions may be read-only for your account. Changing the division assigned to a schedule stage needs the separate Edit Division permission, even if you can otherwise edit the project.