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
- Darwin Drive and entity-centered file access
- clients and suppliers
- file uploads and organization
- work requests, tasks, 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, Requests & Approvals
Section titled “4. Tasks, Requests & Approvals”Darwin now supports more structured collaboration than simple task assignment alone.
Teams can work through:
- work requests for revisions, blocked work, and coordinated changes
- tasks and notifications for ownership and follow-up
- approvals for controlled decision points
- comments, attachments, and activity history for traceability
This makes Darwin more than a file repository. It becomes a governed project workspace.
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