Create a project

Start by creating the project record. You can then add its structure, team, and tool-specific settings.

Best for: Admins, Managers, Employees, or custom roles with project creation access · Requires: Projects write permission and All Projects access.

1. Open All Projects from the organization menu.
2. On the web, select New Project. On mobile/native, open the actions menu and select Add Project.
3. Enter the required Project Name.
4. Enter a Project Number if your organization uses one.
5. If an accounting integration is connected, decide whether to enable Exclude from [integration name] Sync.
6. Save the form.

When the new project is ready, it opens automatically. It starts without a selected budget type and with the default project cost codes enabled. From there, use Management Tools → Dashboard to review project activity or Management Tools → Team to add participants. Continue with Review General Project Settings.

Back to Project Setup Help