Create your first project
Bring the company setup together: create a project, set its information, assign your team, and confirm tool access.
Updated June 1, 2026 For:
Company Admin
Project Admin
With company settings, cost codes, roles, and your team in place, you're ready to create a project.
Steps
01
Create the project
From the company hub's Projects tab, click New Project.
02
Set project information
Enter the project name, address, and key dates.
03
Assign team members
Add company members to the project.
04
Confirm tools and permissions
Check the project's enabled tools and permissions.
05
Build the budget
Set up the project budget against your cost codes.
Reference: Project Information.
Was this article helpful?