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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 10 months ago

Download PDF β†’ 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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