Create a Project and Assign a Project Owner in the TruckIT Portal (walkthrough)
Learn how to create a new project, add a project name, assign a project owner, and save the project in the TruckIT Web Portal.
Use this article to create a new project in the TruckIT Web Portal.
Projects help organize your sites, payloads, dispatches, tickets, and job activity in TruckIT. Before your team can add payloads or dispatch work, the project should be created and saved in the portal.
Before you begin
Make sure you are logged in to the TruckIT Web Portal.
You may need permission to create or manage projects. If you do not see Projects and Sites or Create New Project, contact your company administrator or TruckIT Support.
Before creating the project, confirm:
- Project name
- Project owner
- Any internal project naming standards your team uses
- Whether the project owner already exists in TruckIT
Create a new project
1. Log in to the TruckIT Web Portal.3. Click Create New Project.
4. Click the Project Name field.
5. Enter the project name.
*Use a clear project name your team will recognize. If your company uses a standard naming format, follow that format.
6. Select or enter the Project Owner.
7. Review the project details.
8. Click Save.
Choose a clear project name
Project names should be easy for dispatchers, admins, and field teams to identify.
A good project name should be:
- Clear
- Specific
- Consistent
- Easy to search
- Recognizable to your team
For example, instead of using a vague name like Main Street, use a more specific name such as Main Street Resurfacing - Phase 1 if that matches your company’s naming process.
Assign the project owner
The project owner helps your team understand who is responsible for the project.
When selecting a project owner, choose the person or company that should be associated with the project for coordination, visibility, or internal tracking.
Before saving, confirm that the selected project owner is correct.
What happens next?
After the project is created, you can continue setting up the project workflow.
Common next steps include:
- Add pickup and drop-off sites
- Add a payload to the project
- Dispatch a job
- Assign trucks or haulers
- Monitor job activity
- Review tickets connected to the project
Troubleshooting
I do not see Create New Project
Your user role may not have permission to create projects. Contact your company administrator or TruckIT Support.
I entered the wrong project name
Open the project and edit the project details if your permissions allow it. If you cannot edit the project, contact your company administrator or TruckIT Support.
I cannot find the project owner
Confirm that the project owner exists in TruckIT and that you are searching for the correct name. If the owner still does not appear, contact your company administrator.
The project did not save
Confirm that all required fields are complete, then try again. If the issue continues, contact TruckIT Support.
Frequently asked questions
Where do I create a new project?
Go to Projects and Sites, then click Create New Project.
What information do I need to create a project?
At minimum, you need the project name. You may also need to select or enter the project owner.
Why is the project name important?
The project name helps your team find, organize, and manage related sites, payloads, jobs, and tickets.
What should I do after creating a project?
After creating the project, add sites, add payloads, and dispatch jobs when the project is ready.
Can I change the project owner later?
If your permissions allow it, you can edit the project and update the project owner.