Create a new project & view its details

Add a new project to the platform to start tracking its progress, assignments, and associated data.

📝Overview

Purpose

Create new projects in the platform for a centralized view to track work and progress

Who is this for

PMOs and Leads responsible for initiating projects
Admins or users with permissions to manage projects

Pre‑requisites

Knowledge of organization's project details

Permissions required

Manage access to the Projects module

📹Demo walkthrough

💭How‑to guide

Step 1: Open the +Add project window

Click the '+ Add project' button in the upper-right corner of the Projects module
A dialog box will open where you can enter project details

Step 2: Fill in your project information

Complete the required fields with '*' and/or any relevant optional fields:

Project name - e.g., Project X
Program - Relevant program the Project is associated with, e.g., AI Transformation
Status - e.g., Backlog
Custom fields - Any additional info defined for your workspace

✍️ Note: Custom fields allow capturing extra project information. Creating and managing them is covered in a separate guide under Admin.

Step 3: Save the Project

Once all required information is completed, click Save. The new project will now appear in your table.

💡 Tip: You can quickly locate the newly created project by using the Quick Search on the upper left or by scrolling through the project table list.

Step 4: View project details

To open a detailed view of project information, click on the Project name. Here you can explore multiple tabs related to your project:

Details - project overview and status
Milestones -track key project goals and deadlines
Allocations - view staff assigned to the project and their roles/dates
Knowledge - relevant resources, documents, or notes attached to the project
Pulse - performance indicators for the project
Contributors - list of staff involved and their responsibilities
Activity logs - chronological record of updates and actions on the project

✍️ Note: Each tab is explained in more detail in separate guides in this Knowledge Base for easy reference.