Creating a project

A project bundles related work — a drydock, an overhaul, an equipment upgrade — so it can be tracked as a single piece of operations. Each project has its own timeline, contractor, and a list of work requests rolled into it.

Opening the new-project form

In the sidebar, Projects → Project lists. Click Add project.

New project form

Project details

Project name — short, distinctive (“Akurey drydock 2026 Q3”)
Description — what the project is for and why
Categories (optional) — tags

Timeline

Start date — when work begins
End date — when the project is due to close

Adding work requests

The reason to use projects (rather than just a list of jobs) is to bundle work requests. Click Add work request to add an existing request to the project, or create a new request and link it.

Adding work requests to a project

Each work request inside the project tracks separately but rolls up to the project status.

Assigning a contractor

If the work is being done by external contractors, set:

Contractor — the company doing the work
Contractor ID — their reference for this engagement

Contractor assignment on a project

This makes their work visible in their own contractor-scoped view of Tero.

Saving

Click Save. The project lands in the project list. From here you can monitor progress, add work requests over time, and move the project through its lifecycle states.