Create a New Project

What it does

A project holds everything for one job. Every product, submittal, document, and quote belongs to a project. You need at least one project to start.

How to create a project

1. Look at the top of the left sidebar. You will see the project switcher. It shows your current project, or Select a project if you have none.
2. Click the project switcher to open it.
3. At the bottom, click New project.
4. In the Create Project box, fill in:
   • Project Title (required) — a name for the job, like "123 Main St Office Remodel".
   • Client — pick a client from the list. To add a new one, click New, type a Name, and click Save Client.
5. Click Create. The page reloads. Your new project is now the active project.

Things to know

• What you see in the app comes from the active project. Switch projects to see other data.
• To edit, archive, or delete a project, click Manage projects → under the project switcher. Then use the menu on the project row.
• Deleting a project cannot be undone.