In AIM, a Project is a container or workspace that brings together multiple Sites under a single umbrella. Projects are especially useful for large-scale or ongoing portfolios, such as retrofits, estates, or compliance programmes.
With Projects, you can:
Group multiple Sites under one name
Upload and manage documents at a project level
Make project-wide notes
Share access with users without manually assigning each Site
Create a clearer structure for clients, contractors, and internal teams
Think of a Project as your "folder for a job" – all related buildings, documents, and commentary are stored together.
How to Create a New Project
Steps to Add a Project:
Log in to the AIM platform
Navigate to the “Projects” tab
Click the ➕ Add Project button
Fill in the project details:
Project Name
Description (optional)
Client
Click Create
Your project will now appear in the project list and is ready for you to add Sites and users.
1. Log into the AIM platform
2. Click "Projects"
3. Click "Add New Project"
4. Click the "Enter project name" field. if managing multiple Clients, you can allocate the project to the relevant client.
5. Click the "Enter project description" field. Add any notes or comments relating to project.
6. Click "Save" and your project is now live
Adding Sites to a Project
After you’ve created a project, you can link Sites to it.
To add Sites:
Open your Project
Go to the “Sites” tab within the project
Click “Add Sites” and select from your available sites
Click Save
You can also assign sites to a project during the site creation process by selecting an existing project from the dropdown.
1. Click this checkbox to add Sites to the Project, Alternative new sites can be auto synced on upload
2. Click "Save" to save the select sites to the project
9. Click "Map" to view your sites on a project map
Project Contacts
Project Contacts are key individuals involved in a project — making it easy for all users to see who’s responsible for what.
Instantly shows who’s involved
Helps teams and contractors know who to contact
Useful for onboarding or handovers
Contacts are visible to all project users.
Adding Notes
Use the Notes tab to record:
Site visit summaries
Action points
Decisions or updates
Client comments
Notes are timestamped and attributed to the user who created them, so your project communication stays clear and documented.
Uploading Documents at the Project Level
Store key files that relate to the whole project - not just a single site.
Examples:
Tender packs
Risk assessments
Delivery programmes
Shared specifications
To upload:
Open the Project
Go to the “Documents” tab
Click Upload, drag-and-drop, or select your files
Organise folders if needed
These files are visible to anyone with project access.
Why Use Projects?
Benefit | Description |
Easier access control | Add a user to 10+ sites at once by assigning them to the project |
Centralised documentation | Store project-wide files in one location |
Improved organisation | Keep sites grouped logically (e.g. by estate, client, region) |
Clearer collaboration | Notes and files in context, visible to the right peopl |