Create a project
Creating a project sets up a new container for your issues, zones, drawings, and reports. A new project starts in setup mode, where you configure its essentials before making it live.
Required role: Organization Admin.
Create the project
- From your organization's project list, select New Project.
- Enter a Name (required).
- Optionally fill in any of:
- Description
- Cover image
- Project code — an external reference code for the project
- Start date and End date
- The site address — address line 1 and 2, city, postal code, country
- Create the project.
Result: the project is created in setup mode. Only organization admins can see it for now. Continue with Set up a project to add the zones and companies it needs to go live.
Copy settings from an existing project
If you already run similar projects, you can start a new one from an existing project's configuration instead of building it from scratch.
- When creating the project, choose to copy from an existing project.
- Select the source project (it must be in the same organization).
- Choose which settings to copy, or copy everything.
Result: the new project starts with the copied settings already in place.
You can also pre-build parts of the project during creation — phases, zones, and companies can be added right away, or added later in Set up a project.
If your organization is billed per project, creating a project may require setting a drawing quota (the number of drawing credits allocated to it). You can add more later — see Project lifecycle.