How to create a project

How to create a new project in Operating, setting the client, billing type, status, and other key fields.

Written By Lauri Eurén

Last updated 1 day ago

Open the Projects view, select Add project, name it, and select Add.

  1. Projects view → Add project.

  2. Choose a Client (or type a new name to create one); leave empty for internal work.

  3. Enter the Project name (required).

  4. Set Status (defaults to Tentative; use Confirmed when committed).

  5. Optionally set Project owner (defaults to you).

  6. If your org uses them, set Site and Company.

  7. Optionally set Billing type (T&M, capped T&M, fixed price, non-billable) — can change later.

  8. If financials are enabled, set Currency.

  9. Select Add.

Then open the Project to set the team (Positions and Allocations), Budget, Rate card, Tags, Groups, secondary owner, and invoicing schedule.

Projects are also created automatically when a deal is won in a connected CRM — see Salesforce CRM, Pipedrive CRM, and Salesforce CRM.