Project Management Overview
Project Management Overview
Section titled “Project Management Overview”Every project in Darwin is more than an estimation container — it is a centralized workspace where documents, suppliers, clients, files, and collaboration tools come together.
This makes it easy to keep all project-related information organized, accessible, and traceable as your estimate evolves.
This section introduces how Darwin manages:
- project documents and folders
- clients and suppliers
- file uploads and organization
- task assignments and approvals
- activity history
These features help you maintain a clean, auditable, and collaborative project environment.
1. Documents & File Management
Section titled “1. Documents & File Management”Each project includes its own file repository, allowing you to store:
- drawings and plans
- specifications
- RFQs or quotes from suppliers
- photos, notes, and site references
- supporting documents for estimations
Files can be organized into a simple folder structure, making it easier to keep everything clean and accessible.
Example Uses
Section titled “Example Uses”- Store architectural drawings next to IFC imports
- Keep supplier quotes attached to the relevant modules
- Upload RFIs or clarifications for team reference
File uploads are unlimited within your plan limits and support version replacement when needed.
2. Clients & Suppliers
Section titled “2. Clients & Suppliers”Darwin allows projects to reference clients and suppliers stored within the tenant.
A project may include:
- one associated client
- multiple linked suppliers (for materials, logistics, subcontracting)
Each client or supplier has:
- basic contact information
- a file repository
- internal notes
- optional documentation (contracts, quotes, etc.)
This keeps all project relationships localized and easy to track.
3. Project Folders
Section titled “3. Project Folders”Projects may include predefined folders such as:
- Drawings
- Specifications
- Contracts
- Quotes
- Exports
- IFC Files
You can add additional folders to adapt to your internal workflow.
These folders help teams maintain a clean project structure and reduce the amount of information stored outside the system.
4. Tasks & Approvals
Section titled “4. Tasks & Approvals”Tasks help teams collaborate on:
- price reviews
- module validation
- exchanging or approving new price lists
- documentation updates
- internal requests
A task includes:
- title
- description
- assignee
- due date (optional)
- task status
Tasks appear in the project’s Activity or Task list, keeping actions clear and traceable.
Approvals (such as price list validation or estimation review) can be tracked through these tasks.
5. Activity History
Section titled “5. Activity History”Each project maintains an activity log, recording:
- file uploads
- IFC imports
- estimation revisions
- module updates
- task creation or completion
This provides a transparent timeline of decisions and changes, supporting accountability and auditability.
6. Best Practices
Section titled “6. Best Practices”- Keep drawings and specifications organized in folders
- Upload all supplier quotes directly to the project
- Use tasks to coordinate review and approval cycles
- Use clear naming conventions for files and exports
- Periodically review the activity history for traceability
7. Next Steps
Section titled “7. Next Steps”Continue learning about project-level tools:
Or return to the catalog:
- ➡️ Modules