Creating a Project

Creating a project is a straightforward process designed to expedite your progress in generating estimates promptly. Here's the step-by-step guide to creating a project in the platform:

Under your My Projects view, click on New Project.

You will be required to input a Project Name, the Name of the Client, select an Industry, Region, and adjust the Visibility of your project. While City and State are required, we also recommend adding an Address (note that this is not required in order to create your project). Once you're done filling out your project's information, click on Get Started!

Note: You may see additional fields in the project creation modal. These are Project Metadata fields created by your Global Admin, and we recommend filling them out when applicable.

The platform will take you to your newly created project, where you will see a blank estimate automatically created for you. Feel free to use this estimate, or duplicate an estimate from another project if desired.

If you have any questions feel free to contact our support team, and we’ll be happy to help!