> ## Documentation Index > Fetch the complete documentation index at: https://docs.contractor-co-pilot.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage construction projects from kickoff to close > Create and track every project — from a won estimate to completion — with budgets, tasks, documents, and field time all in one place. Projects are the operational heart of Contractor Co-Pilot. Once a client says yes, you convert your estimate into a project and everything — scope, budget, documents, schedule, and field time — lives in one place until the job is closed out. ## What a project contains The estimate or proposal that won the work becomes your baseline budget. Track actual costs against it as the job progresses. Set start and end dates, define phases and milestones, and view the full schedule in a Gantt-style timeline. Address, access notes, gate codes, site contacts, and photos so your crew always has what they need before they arrive. Blueprints, permits, contracts, change orders, and progress photos — all attached directly to the project. ## Creating a project When a client accepts a proposal, Contractor Co-Pilot prompts you to create a project automatically. Client details, scope, and budget carry over so you don't re-enter anything. Go to **Sales > Proposals** and find the proposal marked **Accepted**. Select **Create Project** in the proposal header. The project form pre-fills with client info, scope line items, and pricing from the proposal. Confirm or update the jobsite address, then set your planned start and end dates. Click **Create Project**. The project opens immediately and your estimate becomes the baseline budget. Select **Projects** in the sidebar, then click **New Project**. Choose an existing client or create a new one inline. Enter the project name, type, description, and planned dates. Enter the site address and any access instructions. You can add more detail later. Click **Create Project**. From here you can add tasks, attach documents, and build out the budget. Upload plans, specs, or a signed contract and let the AI extract project details for you. Select **Projects** in the sidebar, then click **New from Documents**. Drag in blueprints, specs, or a contract. The AI analyzes them and pre-fills the project name, scope, and client details. Check each field and adjust anything the AI got wrong or left blank. Click **Create Project** to save. See [Document to Project](/workflows/document-to-project) for the full workflow. ## Project status Use status to track where every job stands. You can update a project's status from the project header at any time. | Status | Meaning | | ------------- | --------------------------------------------------- | | **Planning** | Pre-construction — permits, procurement, scheduling | | **Active** | Work is in progress on-site | | **On Hold** | Temporarily paused | | **Completed** | All work finished and signed off | | **Archived** | Closed and filed for records | ## Tasks and assignments Break work down into tasks within each project. Assign tasks to team members, set due dates, and mark them complete as work progresses. Tasks link to timeline items so your schedule stays in sync. Assign tasks from the mobile app so field crew can see what's on their list when they clock in. ## Budget tracking Your project budget comes from the estimate that won the work. As costs come in — materials, labor time entries, equipment — they post as actuals and you can see budget remaining by category at any time. * **Budget vs. actual** — Compare estimated and real costs side by side * **Category breakdowns** — See spend by labor, materials, subcontractors, and equipment * **Alerts** — Get notified when a cost category is approaching its budget limit * **Cost reports** — Export a summary for your accountant or the client Manually editing a budget line item overrides the estimate value. If you re-import the estimate later, review any overridden lines before saving. ## Change orders When scope changes, create a change order directly on the project. Change orders adjust the contract value and add new line items to the budget without affecting the original estimate. 1. Open the project and go to **Change Orders** 2. Click **New Change Order** 3. Add the scope change description and pricing 4. Send to the client for approval — they can sign it through the client portal ## Team members Add the people working on a project so they can access it from the mobile app, log time, and receive task assignments. Go to **Project > Team** and add members by name or email. ## Field ops and time tracking Field crew clock in and out against a project from the Contractor Co-Pilot mobile app. Time entries flow into the project's actual labor costs automatically, so your budget stays current without any manual data entry. Geolocation can be enabled per organization so you can verify clock-ins happened at the jobsite. Go to **Settings > Field Ops** to configure this. Self-approval is blocked at the API level — a manager or admin must approve time entries before they post to actual costs. ## Documents Attach files to a project from the **Documents** tab. Supported types include PDFs, images, spreadsheets, and CAD files. Documents are versioned so you always have the history of what changed. * Blueprints and plans * Permits and approvals * Contracts and change orders * Progress photos * Specifications and submittals ## Next steps Plan phases, milestones, and dependencies on a Gantt-style timeline. Store access notes, gate codes, and site photos for your crew. Bill clients for project work with progress billing or lump sum invoices. Create a project from uploaded blueprints or contract documents.