Projects are like folders on your computer. They contain all the job documents (schedules, specifications and preliminaries) and the 'Team members' working to deliver them. This article explains how to set up a project and what information can be captured during setup.

TABLE OF CONTENTS

How to create a new project

Quick steps

Navigate to your 'My projects' dashboard.
Click the 'Create project' button in the top-right corner of the platform.
Complete at a minimum the required fields, marked with a * red asterisk.
Click the Create project button when done.

Detailed steps

To create a new project, first navigate to your 'My projects' dashboard view. You can do this by clicking on the 'Home' link in the navigation breadcrumb.

Please note: If you currently have a full-page dialog open in the platform, the breadcrumb may not be visible. Close/ cancel out of that dialog, and you will then see the petal logo in the top left corner.
Having navigated to your 'My projects' dashboard view, click on the blue Create project button located towards the top-right corner of the platform.

Related article: I cannot see the create project button.
The full page 'Create project' dialog is displayed. Complete, as a minimum, the 'Project code' and 'Project title' fields, check or change the 'Project data sharing' options to suit your requirements and either turn off the 'Project location' or enter and select a valid location (these fields are required fields and marked with a * red asterisk).

Optionally, complete any of the remaining fields as required.

Please see the 'What information can be captured for the project?' section below for more information on the available fields.
Once the required details have been entered/ selected. Click the blue Create project button. Your new project will be created, and you will be taken back to your 'My projects' dashboard, upon which your new project will be displayed.

Please note: If the Create project button is greyed out, one or more of the required fields (marked with a * red asterisk) requires attention.

Video overview of creating a new project

The short video (no audio) below demonstrates how to create a new project.

I cannot see the create project button

If you do not see the Create project button when viewing your 'My projects' dashboard, there may be a number of reasons.

Firstly, check that you are currently viewing your dashboard in the correct 'Organization'. The name of the organization you are currently using is displayed as the 2nd entry in the breadcrumbs, shown in the left corner of the the platform.
If you do not see the name of the anticipated organization, then click on Your Initials or Avatar in the top-right corner of the window, then select the Change organization option. Select your organization from the list presented, then click the Done button.
Secondly, check that you have a 'Writer' role selected currently. Click on Your Initials or Avatar in the top-right corner of the window, underneath you name you will see the name of the organization you are currently using, followed by a dash, then either 'Writer' or 'Designer'.
If this currently indicates 'Designer', then select the Change your role option from the menu displayed. Select the Writer option, then click the Enter as writer button.
Having ensured that you are viewing the correct organization and have the required 'Writer' role. If you still do not see the Create project button, then you have been given access to one or more Projects in the organization, but you have not been added as a user of this organization. In this case, please contact one of the 'Organization Administrators' for the organization.

Who can create a project?

Projects can be created by any user of your organization*. Guests cannot create new projects.

* For organizations with one or more 'Designer' licences. You will need to select a 'Writer' role when signing into the platform (or change your role to 'Writer', if you have already signed into the platform) to be able to create a new project.

An 'Organization user' is someone such as an employee of the company subscribing to the platform. They have been added into the organization.

A guest is an external 3rd party, such as a client or consultant, who has been invited to collaborate on a project but is not an organization user.

What information can be captured for the project?

The table below outlines what information can be captured for each project.

If you have requests for additional fields or to extend the menu options, please post your requirements on the feature request Project details fields.

Published by default - When you publish your specification, values from the 'Project details' are included by default.

Optional - With 'Pro' (or above) you can add additional project fields to a custom stylesheet using placeholders.

Not published - Some fields that are not intended for the specification and are never published.

Field	Included in the published specification
Project code	Published by default
Project title	Published by default
Project nature	Optional
Project client	Published by default
Main contractor	Optional
Project thumbnail	Not published
Project location	Optional
Project description	Published by default
Project data sharing	Not published
Confidential. Show details to team members and org admins only.	Not published
Guests can copy specification content to another organization.	Not published
Project work stage	Optional
Project category	Optional
Project budget cost	Optional
Project procurement	Optional
Target construction date	Optional

How can the project information be used?

Key fields from the project are included on the specification's cover page by default. These are:

Project code

Project title

Project client

Project description

There are additional placeholders that can be used with custom stylesheets. The placeholders allow you to insert the information captured on these fields into the published specification. There are additional placeholders for:

Project nature

Project location

Project work stage

Project category

Project budget cost

Project procurement

Target construction date

Main contractor

Adding Users to your organization

Inviting someone to collaborate on a project

Project data sharing - your options

Project data sharing in detail