Create Project

Project creation starts with the basic information step.

Purpose of this step

This step creates the foundation for everything that follows. A well-prepared project setup makes planning and staffing much easier later.

Typical information entered here

• project type
• client
• responsible contact
• location
• one or more project dates
• optional description or planning context

Best practice

• use a clear project name
• make sure the correct client is selected
• confirm that location and dates are correct before moving on
• keep the first version simple; details can be refined in planning

After this step

Once the project basics are saved, continue into Project planning.

Screenshot