Creating a Project

Walk-through of setting up a new project

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

(Please note that when adding a new project, some of the options in the "Add Project" window will be different depending on your company settings.)
All of the information you enter on the project setup form can be edited once the project is created by going into the Project Details panel, should you need to make any changes.

To Create a New Project:

  1. Select the Projects tab in the left navigation bar.

  2. Click +Add New Project.

3. Fill in the project details:

  • Name your project.

  • Set an opening budget.

  • Select the probability (how likely this project is to close).

  • Select a Close Date (the date you expect the client to sign the contract).

  • If you are an Enterprise user with multiple company Offices, be sure to select your correct Office Location at the top.

  • Add a client. If the client is already in your Clients List, start typing their name and it will appear in the dropdown. If there is a Primary Contact set up for that client, you can select that here as well. If the client isn't in the system yet, you can fill in their information here and they will be saved to your client list for future use.

  • Add a short description of the project.

  • Add a Project ID, or you can let the numbering system automatically add one.

  • If needed, add a Contract Number (Enterprise accounts only).

  • Enterprise users can also add equipment and labor pricing programs, select a project selling currency, and set a tax discount if applicable.

  • Add a sales tax rate if applicable. You can type in a rate, or use the "Lookup Tax" button to pull in the tax rate for the project site (based on city and zip code).

  • If you have a payment schedule set up in your Company Settings, it will automatically populate here. You can edit it as needed for this specific project, or type in a new one if you don't yet have a default schedule set up.

  • Select the Project Type.

  • If you are a Funnel user, you can also select a Sales Category for filtering/tracking your leads.

  • You can also input the Warranty Days and Commission Date for the Project.

  • Upload a Project Image, if you'd like.

4. Click Create Project.

5. Add Rooms. You can select them from your company defaults, or add new rooms in the list on the right, then click Next. You can also click Add Later if you want to start building your project without adding Rooms at the beginning, or to add the Rooms later.

6. Do the same for Systems, and Tags (if applicable):

7. If you are an Enterprise user, select which team members should have access to this project. (Users with the permission to "Access All Projects" will be automatically selected here.)

Click Submit and you are ready to add some line items and create a proposal!
Please reach out to us in Support chat if you have any questions!

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