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Creating & Editing a Project

The create and edit forms share the same fields — creating starts with a blank form, editing opens it pre-filled. After a project exists, you work with it on The Project Page.

Creating a New Project

  1. Go to Projects > All Projects
  2. Click + New Project
  3. Fill in the form, which is organized into the sections described below.
  4. Click Create Project (or Create from Template if you selected a template).

The new project opens automatically once it's created — see The Project Page.

Required fields

Only four fields are mandatory: Project Name, Start Date, End Date, and Project Owner. Everything else is optional. (When you start from a template, End Date is not required — the timeline comes from the template's duration.)

Basic Information

  • Project Name (required) — A descriptive name, e.g. Villa Renovation – Palm Beach.
  • Location — Where the project is based, e.g. Mumbai, Maharashtra.
  • Description — A rich-text summary of the project scope and objectives.
  • Start from a template — Tick this to base the project on a saved template. Choose a template from the dropdown; a summary card shows its phases, tasks, default duration, and estimated budget. The template's phases and tasks are created automatically with the new project. See Templates for more.

Client Details

  • Customer / Company Name — Search for an existing customer, or type a new name.
  • Contact Person — Primary contact for the project.
  • Email — Contact email (validated for a correct format if entered).
  • Phone — Contact phone number.

Timeline & Settings

  • Start Date (required).
  • End Date (required, unless you started from a template) — Must be on or after the start date.
  • Currency — INR, AED, SAR, or USD (defaults to INR).
  • Project Owner (required) — The user responsible for the project.

Budget & Cost Monitoring

  • Estimated Budget — Optional; leave empty if the budget isn't defined yet.
  • Enable cost monitoring alerts — When on, the project flags a cost alert if spending gets ahead of progress. Requires an estimated budget.
    • Alert Threshold (5–50%, default 20%) — Triggers an alert when budget utilization exceeds completion by this much. Example: at a 20% threshold, an alert shows when the budget is 70% used but the project is only 50% complete.
    • Include labour costs in budget — Includes attendance-based labour costs in budget utilization calculations.

Tags

  • Project Tags — Add searchable tags (type and press Enter). Useful for grouping and filtering projects.

Zone

  • Zone — Assign the project to a zone. This section appears only when zones are enabled for your organization.

Project Access

Controls who can see the project:

  • Private (default) — Only project users can view and access the project.
  • Public — Portal users can view, follow, and comment; project users still have full access.

Editing a Project

To change project details, open the project and click Edit Project in the header. This opens the project's edit page, where you can update any field and then click Save.

A few things can be changed directly from the project page without opening the editor:

  • Click the Status or Health badge in the header to update it.
  • Add team members from the Team tab, record expenses from the Expenses tab, and so on.