Learn how to use the projects module to create projects, link individual properties, and manage portfolio-wide enquiry reporting, all in one place.

This article covers:

• About the projects module
• Before you begin
• Add a project
• Add properties to a project
• Run a project report

About the projects module

The projects module is your central hub for managing multi-property developments. It brings together project setup, property linking, and portfolio-level enquiry reporting so you can track progress and performance in one place.

Before you begin

Use this quick checklist to streamline setup:

• Project details ready (address, stage/type, owner/developer if known)
• Staff assignments (up to two enquiry contacts)
• Access decisions (who can view and who can edit the project)

Add a project

Use this section to create a new top-level project. Select the method that best suits your workflow—either from the Add Property option or from the Projects index.

Method 1: Add a project from Add Property

Use this when you’re already in the property creation flow and want that record to represent a project that will have multiple linked listings.

1. Go to: Properties > Add Property
2. Tick This property represents the Project and can have multiple listing configurations attached
   
3. Click Add Prospect (bottom right)
4. Enter the project details, including:

• Project Address
• Particulars
• Legal Details & Rates (if applicable)
• Contact/Enquiry Staff Member(s) (up to two)
• Property Access (who can view and who can edit the project)

5. Click Save/Update to add the project to your database.

Method 2: Add a project from the Projects index

Use this when you want to build out the project shell first, then add or link properties later.

1. Go to Projects (left menu)
2. Click + Add Project
   
3. Enter the project details, including:

• Stage and Type of Project
• Project Address
• Owner/Developer
• Project Access (who can view and who can edit the project)

4. Click Save Changes to add the project to your database.

Add properties to a project

After the project is created, add the individual properties it contains. You can create brand-new property records or link existing records.

1. Go to: Projects (left menu)
2. Open the Project
3. Under Properties, click + Add Property
4. Choose one of the following:

• Add New - Create a new property and link it to the project
  
• Link Existing - Find and link an existing property record to the project
  

Once added or linked, the list of properties shows the properties that have been included.

5. Click a property to enter the property profile
6. Scroll down to Project Properties

You have options to:

• View - Open and manage the property
• Unlink - Remove the property from the project (does not delete the property)
  

What you’ll see - When viewing a linked property, the current property is highlighted within the project context. You’ll have the same options as above, along with a quick way to navigate back to the project itself.

7. Click View Project > Scroll down to Project Properties
   
8. Choose one of the following:

• Add New Project Property - Create a new property and link it to the project
  
• Link Existing Record as Project Property - Find and link an existing property record to the project
  

Once added or linked, the Project Properties list displays each property with options to:

• View - Open and manage the property
• Unlink - Remove the property from the project (does not delete the property)

Run a project report

Use the Project Report to analyse enquiries across the entire project or focus on specific properties, filtered by date range.

1. Go to: Projects (left menu)
2. Open the Project
3. Click Project Report (top right)
   
4. In the report view, choose whether to analyse all linked properties or individual properties.
5. Use the date range filter to narrow enquiries to a specific timeframe