Projects

Create a project and define its core data.

What does this page do?

The Projects page lists available projects. From here you create a project, open its portal, or edit project data such as name, currency, dates, and logo.

Before You Start

Prepare project name Choose base currency Prepare owner, location, and dates Prepare project logo if available

Workflow inside the page

Click Create New Project

Use the orange button above the project cards to open the project form.

Click Create New Project

Enter project data

Fill name, owner, location, currency, start and end dates, and upload a logo if needed.

Enter project data

Open Project Portal

After saving, open the project portal to start working with project modules.

Open Project Portal

Edit or delete when needed

Use the edit and delete icons in the project card to update or remove project data.

Edit or delete when needed

Core fields and actions

Field or action	Purpose inside the page
Click Create New Project	Use the orange button above the project cards to open the project form.
Enter project data	Fill name, owner, location, currency, start and end dates, and upload a logo if needed.
Open Project Portal	After saving, open the project portal to start working with project modules.
Edit or delete when needed	Use the edit and delete icons in the project card to update or remove project data.

Important Notes

The selected currency affects resources, analyses, BOQs, and reports.
Take a backup before deleting a project that contains real data.