To create a new project, go to the Projects page in the left sidebar and click Add new project.
Step 1. Choose how to set up the project
The first step is to choose how to set up the project:
From scratch — creates a blank project with no pre-filled event types, task list, or roles. Use this for one-off jobs that do not follow a standard pattern.
From a template — select a project type template to pre-fill the project type, task list, and team roles. Use this for common projects your shop runs regularly.
Step 2. Fill in the project details
Fill in the project creation form:
Field | Required | Description |
Project type | Yes | Pre-filled from Step 1. Can be changed here. |
Client | Yes | Choose from your existing clients. If the client is not in Vantage yet, add them to the Clients page first. |
Project title | Yes | The name of the project. |
Due date | No | The expected completion date for the project. |
Project owner | Yes | Pre-fills with the logged-in user or with the Client owner if it was set. Can be changed to any Full user. |
Address name | No | Select from existing addresses or create a new one inline. If the selected client has an address, this field auto-fills with the client's address. You can override it or clear it. |
Project ID | No | System-generated by default. Can be left blank or set manually. |
Click Save to create the project, or Save and add another to create it and immediately open a new form.
After creating the project
Once saved, the project opens in the drawer. From here, you can add events on the Events tab, assign team roles on the Info tab, and attach files on the Docs tab.
FAQ
Can I create a project without a client?
Can I create a project without a client?
A client is required to create a project. If the client does not exist yet, add them to the Clients page first, then come back to create the project.
Can I change the project type after creating the project?
Can I change the project type after creating the project?
Yes. You can change or assign a project type at any time from the project detail drawer using the Select project type button in the project drawer.
Can I create multiple projects for the same client?
Can I create multiple projects for the same client?
Yes. A client can have as many projects as needed. Each project tracks a separate job.
Why is the address already filled in when I select a client?
Why is the address already filled in when I select a client?
If the client already has an address, it carries over automatically. You can change it, clear it, or create a new one.