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Simple Project Creation

Simple Project Creation is the default and most common way to create a project.

It is designed for firms that handle a high volume of projects and want to move quickly with minimal setup.

When to Use This​

Use Simple Project Creation when:

  • You just need a project record
  • Details can be added later
  • You’re creating a proposal, job, or task
  • The project does not require upfront structure

This workflow prioritizes speed and flexibility.

How It Works​

The project form opens as a simple popup.

Required Fields​

  • Project Name
  • Client

Optional Fields​

  • Project number
  • Project manager
  • Address details

That’s it.

Create and Continue​

Once confirmed:

  • The project is created immediately
  • It becomes selectable everywhere
  • You return to your original workflow

There is no required follow-up setup.

What Happens Next​

After creation, you can:

  • Add properties later from the map
  • Add services later from the project view
  • Use the project immediately in proposals and jobs

This approach avoids forcing unnecessary decisions.

Summary​

Simple Project Creation is optimized for throughput.

Create the project now.
Refine it only if and when it matters.