Projects vs Workspaces

Connor Sampson -

In SRP in Field team members (SRP Environmental Employees) have the option of creating a project or workspace when starting a new job. Both are used to store information about the job. However, workspaces are used to contain muiltple projects for the same client usually for the same loss event.

When should I use a Workspace?

You should use a workspace when there are multiple job sites or location for the same client under the same loss event. For instance if Acme Inc had 30 properties that needed to be evaluated from Hurricane Delta. You would want to use a workspace, then each location would become a project.

You can add a project to a workspace with the following steps:

  1. Go the workspace
  2. Click the projects tab
  3. Click "Add Project"

When should I use a Project?

You should use a project when there is only one location for the client during the given loss event.

How teams work in a Project vs Workspace

In workspace, the team is set at the Workspace level and all memeber in the team can access any of the projects that are associated to the workspace. In a normal project, any one that is on the team can access the team. Learn more about adding team members to projects and workspaces.