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How Do I Create a New Project from the Status Dashboard?

This article explains how users can quickly create new projects from the Project Status Dashboard without navigating elsewhere. It covers the required fields, available creation options, and what happens after the project is saved.

How to Create a New Project

  1. Click the + Add New Project button at the top of the dashboard.
  2. You will be prompted to choose:
    • Create New Project, or
    • Add Existing Project (if the customer or organization already exists)

      3.  The Create Project form will open.

      4.  Fill in the required fields (bolded), such as:
    • Property type, Project type, Location, Price list (optional), Referrer information, Staff assignment, Contacts and organizations

       5.  Click Save once you have completed the form.

After saving, the system will take you directly into the new project, where you can continue adding details.