How to create a project

A project keeps one job in one place — the work, the money, the team and the progress. This guide shows what you need before you start, then walks you through the steps.

Short version: most of the form is already filled in. Type a project name, go to Review, and choose Create project. Everything else can wait.

What you need first

Two things have to exist before a project can start:

A business — the office the project belongs to.
A base currency — the currency the project reports its money in.

If either one is missing, the form opens on a Set up step and tells you. Add it right there with the + beside the row: you come straight back, and nothing you typed is lost.

The same step also offers zones, project owners, team, cash-out types, expense items and exchange rates. Those are optional — you can add them later from Workspace.

You only do this once. After your first project, every later one reuses the same business and the same currency.

The steps

Open Projects and choose New project. The form is a short wizard, and the header shows which step you are on. Every step has a What's this? link that explains its fields.

Basics — the project name, the type of project, and the build type (new work or a renovation).
Office & team — the business that runs the project, the zone it sits in, and the team who work on it.
Money — the base currency, any additional currencies you will also pay in, and a cost budget if you want one. If your business is registered for VAT, open VAT (optional) here too.
Details — all optional, and you can skip the whole step: the project owner, the start date and end date, a description, and the site address or a point on the map.
Review — read it over, fix anything with Change, then choose Create project.

The new project opens straight away, and it appears at the top of your Projects list.

Good to know

The name is the only thing you have to type. Everything else is already chosen for you, or optional.
The business decides three other fields. Zone, team and project owner all come from the business you pick, so pick it first. Change it later and those three reset.
Country and city can't be edited here. They come from the business. The zone only decides where the map opens.
Nothing is final. Every field can be changed afterwards, from the project itself.

Tips

The fast way: type the name, go to Review, choose Create project. Review opens as soon as the form has everything it needs.
Skip the Details step if you are in a hurry — it is easier to fill in later, from the project.
Your first project starts right away on the free trial. Any project after that stays view-only until your subscription is active.