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Projects

This article will cover how to build a project, add travelers, auto-save and delete.

Updated over a year ago

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Starting a Project

Following sign-in, you will be sent to your "projects" page, or you will be asked to create your first project (if you are a new user with no projects). Once on the projects page you can either search, sort, or scroll to find an existing project, or you can click 'New Project' to create new.

Real-time flight tracking

To the right of your projects you will see real-time flight details of travelers flying on the day you are working inside the product.

Searching Projects

You can search for specific projects in your Projects page by typing into the search field.

Sorting Projects

You can sort your projects by the most recently updated or by the name of the project by clicking this button to the right of search.

New Projects

Once you click New Project you can add your project name and search or the airport or city to indicate where your travelers are going.

Question: What if is there is more then one destination?

Answer: Tripgrid was designed for organizations who send groups of travelers to one destination, however, once you've created your project (and before you have searched and chosen your flights) you do have the option of changing both the origin and destination of each traveler simply by clicking in those fields and changing them.

Adding Travelers to your Project

Now you can start adding travelers. If you have not created any traveler profiles that's ok, go to the article on 'Adding New Traveler Profiles' to learn about all of the features and attributes within our traveler profiles. If all of your travelers' profiles are already created you can add them to your new project by clicking 'Add' to the right of each profile displayed. The travelers initials to the left will color to indicate they've been chosen. Prior to adding to the project at the bottom of the screen, you can remove travelers from the project.

Once you've added the travelers you would like on the project, you can click on 'Add to Project' and View Project and move on to the Project page.

You can continue adding travelers to this page by clicking on the Add Traveler button top right or you can begin searching flights. Read more about this in the article "Flight Search"

Saving work done on your Project

Tripgrid allows you to make changes to all of your travelers data sets in your project and it will automatically save as those changes are made. You can adjust the whether the traveler is traveling one-way or round trip, origin, destination or departure date of all of your travelers all the way down and those details will automatically save during your editing process. Once you have all of your data in you can begin searching for flights.

To learn more about search for one-way vs. round trip please see the article on Flight Search.

Removing Travelers from the Project

While in the project searching flights for your travelers, you can delete a traveler and remove them from the project, as long as you have not already chosen a flight for that traveler. To delete a traveler, simply click the trash icon and click 'Yes, Remove Traveler' to delete them from the project.

Deleting a Project

If you need to delete a project from your account you can do so by simply clicking on the 'trash' can icon to the right of the project name in the project page. Once selected, a notice will pop up asking you to confirm deletion.

Warning!! - once you have deleted a project we cannot recover the data.  

Next see "Flight Search"

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