Add a new project
Create a new project, choose its phase, delivery role and framework, and optionally enable guided setup.
This guide is designed for project manager.
Steps
Step 1: Open the Add project modal
From the Settings or Projects area, select the option to add a new project to open the Add project modal.
Step 2: Enter the project name
Type a clear, recognisable project name in the Name field. This is required before you can create the project.
Step 3: Choose the project phase
Use the Project phase dropdown to select the current lifecycle stage, such as Initiation, Planning or Delivery.
Step 4: Select a delivery role
Pick the delivery role that best matches your responsibilities to tailor the navigation preview and defaults.
Step 5: Review the delivery role navigation preview
Check the navigation preview panel to see how the project workspace will look for the selected delivery role.
Step 6: Select a framework
Open the Framework dropdown and choose a system, organisation or project framework, or select None if you do not want to use a template.
Step 7: Understand the framework type
Hover over the framework type badges or icons to view tooltips explaining whether the framework is System, Organisation or Project.
Step 8: Load and review the framework preview
Wait while the framework preview loads, then review the suggested phases, tasks and defaults before creating the project.
Step 9: Toggle guided setup
Use the Guided setup switch to turn on a step-by-step configuration flow or leave it off for a quicker start.
Step 10: Create the project
When you are satisfied with the name, phase, delivery role and framework settings, select Create to add the new project.
Last updated: 2026-08-31