<aside> đź’ˇ This is a step-by-step guide to Maindeck to help you see the bigger picture of the overall project flow. The focus of this guide is on a project, not the organisation account on Maindeck.
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First thing first, begin by understanding organisational roles and project roles, and how to invite people to your account and project respectively. Read about how to invite a user to Maindeck here and see our roles and permissions matrixes here.
From the home page - Choose “New project”. Fill out form by giving the project a name, selecting a survey type and the vessel the project is is for as well as selecting the project’s base currency. The base currency is what all costs will be converted to and presented in.
The first thing you should do when creating a new project is to add “from” (ie start) date and “to” (ie finish) date on the General project info page (the first card). This will make sure that it gets the correct order on your list of projects.
Then, go to settings and add the different currencies with their exchange rates. This is required so that any quotes and supplies you add are converted correctly. You can read more about it here.
Then go to manage access and invite your colleagues to the project. Projects are by default “Restricted” (only people with access can see that it exists). You can change this to “Open” on the Manage access page. Invite anyone you want to help you with information on the project, ie the crew, purchasers, the fleet manager etc. Do not invite external users yet, unless you want to involve any external parties in the planning phase (preparing the specification).
When starting a new project, this page will be blank. There are three ways to add work orders: From PMS, by applying templates and by adding new work orders.
If you later want a smooth tendering process where shipyard’s can fill out a quotation form that you can quickly import, then you need to add cost items for each work order. You can read more about it here.
Unless your company has established an integration with your PMS, then there is one option to add work orders from your PMS: Excel import. Need help importing, you can view a video of it here.
To add a template work order, click on the button “New work order” and then select templates. The list of templates are managed by users with the permissions to do so on company account level. You can filter these templates by the labels that are applies to them to more easily add a batch of them at once.