Creating a Project
Create a construction project in four steps so every inspection you order has the right lender, parties, address, and budget.
Quick Reference
Click + Add Project.
Step 1: choose the Institution, Project Type, Borrower, and Contractor.
Step 2: enter the property address and details.
Step 3: add budget lines that total exactly 100%.
Step 4: review everything, then confirm.
Before You Start
The borrower and contractor already exist in People.
You have the construction budget, ideally in a spreadsheet.
Step 1 — Fill In Basic Info
Choose the Institution
The Institution sets the templates, the workflow, and how inspectors are matched to the project.
Get the Institution right the first time. It is hard to change once inspections exist.
Choose the Project Type
The Project Type controls how inspections are routed.
Select the Borrower and Contractor
Pick both from People. They are notified automatically as the project moves forward. Then click Next.
Step 2 — Add the Property Details
Enter the address
Step 2 asks for the property address and residential details. Click Next when they are complete.
Step 3 — Set the Budget
Name the budget
Enter the Budget Name, Budget Type, and Limit, for example Construction Base, Internal, $1,000,000.
Add the line items
Click Download Template, fill it in, and click Load Budget to import every line at once. Or click Add an Item for each line: name, percent of the total, and an optional amount.
The lines must total exactly 100%. Saving is blocked until they do.
Click Next Step
Review & Confirm shows the full summary.
Step 4 — Review and Confirm
Check the summary
Review & Confirm shows everything before the project is created. Go back to any step to fix it, then confirm.
Tips
DO
- •Add the borrower and contractor in People before you start.
- •Import the budget from the template instead of typing each line.
- •Plan the budget categories before the first inspection.
WATCH FOR
- •The Institution and budget are hard to change once inspections exist.
- •Budget lines must total exactly 100%.
Troubleshooting
Lender workflow
- Create a project (this guide)
Use this guide with AI.
Ask RAZE AI here, or hand the plain-text guide to the assistant you already use.
Was this guide helpful?
Still stuck? Ask RAZE.
Ask RAZE AI for an instant answer from these guides, or send a request and the RAZE support team replies by email.
Ask RAZE AI.
Instant answers from these guides, any time.
Send a support request.
Tell us the product and guide; the form is here.
Call or email.