Adding a project

Introduction

A project is the frame everything else hangs on: its units, price list, bookings, demand letters and receipts. Real estate › Projects lists them with their type, status, location, RERA number, typology and BSP, and four cards count projects that are selling, launching, under construction and ready. Admins, CRM and sales heads can add and edit projects; everyone else sees the register.

Adding a project by hand

1. Click Add project. Enter the Project name and pick the Project status (Pre-launch, New launch, Under construction, Ready to move, Completed).
2. Pick the Category (Residential, Commercial or Industrial) and the Area unit (sq ft, sq m or sq yd), then tick the Property types: for example High-rise apartments, Independent floors, Villas / Bungalows or Residential plots. Tick Add types from other categories for a township or mixed-use project.
3. Name the Project head and the Location. Set Registration validity (days): how long a channel partner's registration of a client holds on this project (30 by default). Tick Partner prices if partners may see unit prices and price lists.
4. Add Brokerage slabs if the partner rate steps up with the firm's bookings on the project (see Brokerage on a booking).
5. Choose the RERA authority and enter the RERA number, RERA registration date and RERA possession date. Partner brokerage checks the firm's RERA number against this authority.
6. Scroll on for Number formats, Company and tax identity, Collection account, Interest on late payment and the Booking approval chain (covered below), open Typology (unit types and sizes) to add each unit type with its super, built-up and carpet areas, and click Add project.

What else lives on the project

• Number formats: the prefix, label and padding of booking, application, invoice (demand) and receipt numbers, with a live preview such as E7PRCP/00001/26-27. See Number series and document look.
• Company and tax identity (company name, GSTIN, PAN, CIN, state of supply, registered address) and the Collection account are printed on every demand letter and receipt.
• Interest on late payment: rate (% p.a.), grace days and GST on interest, switched on per project; a payment plan can carry its own rate.
• Booking approval chain: the three core approvers; the full editor is the Approval chain row action (see Booking approvals).
• Customer mail (row action): the customer-care name, email and phone, the website, the contacts and the signatory that buyer emails carry.
• Document look (row action): logo, signature, stamp, signatories, letterhead and footer lines for receipts, demand letters and statements.

Creating a project from documents

1. Click From documents, add the Sale area sheet (XLSX or CSV) and, if you have it, the Brochure (PDF), and click Upload and read. The sheet is read in the background; Close (keeps running) lets you leave. The brochure is not read: it is attached to the new project as a document.
2. Under Review and fill in the project, type the project name, developer, location, category and property types, phase, RERA number and description, and check the Units from the sheet table with its notes.
3. Click Create project with N units. You land on the project's inventory page.