Records

Create a Project and WBS

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Create a Project and WBS with a fictional company example.

A Project collects a priced scope. WBS and Phase records organize its hierarchy. BOQ items beneath that hierarchy inherit the Project Pricing profile and applicable cost adjustments. Parent Project / WBS / Phase placement is therefore part of costing, not only visual grouping.

A record called Project inside a .ca collection does not itself create an online account workspace or assign access rights. Use the platform workspace controls for sharing and permissions.

All companies, prices, quantities, dates and documents are fictional examples. They demonstrate the software, not real offers, project evidence or commercial advice.

Create a Project and WBS

Follow the on-screen click instructions and highlighted controls. Field entry moves more quickly; pause or use chapters whenever needed. All companies, prices, quantities, dates and documents are fictional examples. They demonstrate the software, not real offers, project evidence or commercial advice.

Start a working collection

Download the starter .ca example and open it through Catalog File > Open. It contains fictional companies, a location and Document Types. Save your own working copy.

Create the Project

Choose New Record > Project. Enter Aster Workshop Renovation and PRJ.ASTER. Set Start Date to 2026-09-01.

Define two work sections

Create WBS records Works and Handover. In Parent Project / WBS / Phase select Aster Workshop Renovation.

Keep the hierarchy clear

Place the floor and decoration BOQ items under Works and the review item under Handover. Open the Project to inspect the scope.

Add pricing next

Open Project Pricing on the Project. Follow the separate pricing guide before relying on totals.

Save and recalculate deliberately

Save records and your .ca collection. File > Recalculate Costs refreshes the current Project scope when a Project is open. Opening a collection alone does not automatically recalculate saved totals.

Completed Aster project and packageAll companies, prices, quantities, dates and documents are fictional examples. They demonstrate the software, not real offers, project evidence or commercial advice.Aster starter exerciseAll companies, prices, quantities, dates and documents are fictional examples. They demonstrate the software, not real offers, project evidence or commercial advice.

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