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Creating a Project

Who can do this

Administrator accounts.

Where to find it

Tenant workspace: Projects → New Project.

Before you begin

Have ready:

  • Project name and, optionally, a project number/code.
  • The likely contract type (JCT, NEC3, NEC4, FIDIC, Bespoke, or Other) and type of work (New Build, Refurbishment, Fitout, Infrastructure, Maintenance, or Other).
  • An estimated contract value, if known.
  • Expected start and completion dates.

How to create a project

  1. Select New Project.
  2. Enter the Project Name (required).
  3. Optionally enter a Project Number / Code.
  4. Choose a Contract Type and Type of Work from the dropdowns, if known.
  5. Enter a Contract Value, if known.
  6. Choose a Status — Active, On Hold, Completed, or Cancelled (defaults to Active).
  7. Enter Start Date and Completion Date, if known.
  8. Add a short Description.
  9. Select Create Project.

Only the project name is required — everything else can be added or changed later.

What happens after you save

  • The project appears in your project list with the status you chose.
  • A project workspace is created with all the standard sections (Overview, Contracts, Commercial, Variations, Notices, Programme, Delay & EOT, Risk Register, RFIs, Meetings, QA Reports, Snagging, Site Reports, Delivery Documents, Closeout, Documents, Calendar, and Adjudication if enabled).
  • The project appears in relevant dashboard tiles (Active Projects) for users in your organisation.

Common mistakes to avoid

  • Skipping the project code if your organisation relies on codes to tell similar project names apart in lists and documents.
  • Setting a completion date earlier than the start date — check both dates before saving.

What to do next