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Creating a New Project
Creating a New Project

Guide you through creating a new project. Edit settings and project details and learn to manage and navigate phases, tasks, and files.

Updated over 5 months ago

Download PDF โ†’ CreatingaNewProject.pdf



Simplifying Project Creation in Flow Path

  1. Creating a New Project

    • Click on "Create Project" in the top right corner.

    • Fill in project details:

      • Project name

      • Site location

      • Budget

      • Start date

      • Estimated end date

      • Project description

  2. Navigating the Project Module

    • Default of five phases and tasks in every project.

    • Monitor completion percentage, start and end dates, total budget, and total cost.

    • Access files for attachments and sorting/filtering options.

  3. Adjusting Project Settings

    • Edit project name, budget, total cost, and completion percentage.

    • Define project categories (e.g., new or upgrade).

    • Update start date, end date, and completion date.

    • Add project description.

    • Options to delete, archive, or duplicate projects for recurring projects.

  4. Managing Phases and Tasks

    • Adjust dates and times by sliding phases and tasks.

    • Edit phases and tasks individually.

    • Set dependencies between phases to ensure sequential progress.

  5. Utilizing Project Tools

    • Filter phases by start and end dates.

    • Monitor budget and cost for each phase and task.

    • Search by time units (days, hours, minutes, months, weeks, years).

    • Manage dependencies, zoom in/out, collapse, and expand phases and tasks.

  6. Finalizing Project Details

    • Save changes and exit to view project details.

    • Review and track progress within the new project.

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