Introduction
KYRO harnesses OCR AI technology to redefine project setup by automatically extracting data from standard construction forms, such as G702 and G703. This feature transforms detailed schedule of values into project tasks, paving the way for a more efficient project management process.
Pre-requisites
To fully benefit from this functionality, confirm the following steps have been completed:
Project Types: Defined and added to your KYRO organization.
Custom Fields: Custom project fields created to suit your data capture needs.
Clients: New clients registered within your KYRO account.
Role Requirement
Org Admin
Project Manager
Timesheet Admin
Automated Project Creation Using G702 and G703 Forms
To create a project from these construction forms, follow the instructions below:
Access your KYRO account with your credentials.
Navigate to 'Create a Project' from the main menu.
Pick out the relevant client from your compiled client list.
From the list of project types select the one that is appropriate to the project.
Project Access Configuration:
Mark as Public: By checking this, you can make the project accessible to all organization members. When it is not checked the project remains private to be visible only to specified users.
Billing Classification:
Non-Billable: Checking this option will specify that the project will not incur charges. And leaving it unchecked indicates that the project will generate charges.
Click 'Next' to move forward in the setup process.
Utilize 'Scan G702/G703' to upload the forms and employ the OCR technology for data extraction.
The OCR scan will auto-populate each line item from the forms as tasks within the project. Conduct a spot check for accuracy.
Review and verify the extracted data's correctness, then click 'Submit' to complete the project creation.
Conclusion
The project is now operational, with tasks meticulously delineated from the G702/G703 forms, ready for resource allocation and workflow management. KYRO's precision in data extraction solidifies its position as a valuable tool for the construction industry, optimizing both time and accuracy in project management.