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Getting Started
Setup, first project, inviting users, roles & permissions
Import an existing project's data
Bring an in-progress job's documents, budget, and schedule into Groundwork without starting from a blank project.
Who can do this: Admin or PM
Invite your first users and set roles
Get your team into Groundwork with the right permissions from day one.
Who can do this: Admin
Set project roles and per-job access
Give someone one level of access on one job and a different level on another, decide separately whether they see money, and preview who is affected before you save.
Who can do this: Admin or PM
Set up your company profile and cost code structure
Establish the company identity and the cost coding spine that every estimate, budget, and job cost report will hang off.
Who can do this: Admin