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Step 6: Create Your First Project

Now that setup is complete, you’re ready to create a project.

Projects are where real work happens.

Creating a Project​

When creating a project, you’ll typically enter:

  • Project name
  • Client or internal owner
  • Optional location or reference details

Once created, the project becomes available throughout the system.

What Happens After Creation​

After creating a project, you can:

  • Assign services
  • Add tasks and schedules
  • View progress in components

Projects act as the hub for everything else.

Summary​

  • Projects organize work
  • All records attach to projects
  • Most daily work happens here