Add New Project

How to create a project from the main dashboard

JD Williams avatar
Written by JD Williams
Updated over a week ago


Only Admin and Project Executive (and Project Manager, if Admin overrides in Company Settings) account types can create a new project. For employees without this account type, they must be assigned to the proposal or project after it is started. To see which account type you have or how to change your account type, see Account Types help article.ย 


  • On the main Dashboard, click New Project on the top right corner

Enter the Project Details:

  • Project ID: Auto-generated based on the number of projects in your workspace, this ID cannot be changed or edited

  • Unique Project ID: Your company-specific Project ID

  • Project Name: Enter the name of the project - note that this cannot be changed later

  • Agreement Type: select the agreement type for the project

  • Assign Project Manager as Default Approver

  • Client: Select On-System or Off-System

    • On System: Choose this if the client will be collaborating with you on the platform

    • Off System: Choose this if the client will not be collaborating with you on the platform but you want to track their contact information.

  • Currency: Select the base currency for the project. This cannot be edited later, but you can use Currency Conversions if needed

  • Site Address

  • Project Manager

  • Lastly, click Start Project

Here is a quickstep-by-stepp video:

See Also

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