How to create a new project
Step-by-step instructions for creating a new project, including client info, contract amount, and schedule dates.
Who can do this
Admins and Project Managers can create projects. Global Admins and Admins can also delete them.
Steps
- 1Go to Projects in the main navigation.
- 2Click New Project.
- 3Enter the project name and client name.
- 4Enter the contract amount and select the work type.
- 5Set the project start and end dates.
- 6Click Create Project.
What happens next
Once created, the project opens to its Overview tab. From there you can upload a Scope of Work, add schedule tasks, invite assignees, and start logging field notes.
Related articles
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How to upload a Scope of Work
Upload a .txt, .pdf, or .docx Scope of Work document, review the extracted text, and save it as your project baseline.
Getting started checklist for new Doxlair users
A first-day checklist: create your project, add scope, build a schedule, create your first change order, and invite your team.
How to archive or delete a project
When to archive a finished project versus deleting it permanently, and what happens to its data.