Add a new project

Set up a new project in PlanOps, tell it what phase the job is at, and optionally use a ready-made framework so you don't have to set everything up from scratch.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the Add Project screen

Go to the projects area and select the option to add a new project. This opens a form asking for the project name, phase, and any framework you want to use.

Step 2: Type in the project name

Use a clear name so you and your team can find this project easily later, like the site name or job number.

Step 3: Pick the project's current phase

Use the Phase dropdown to say where the job is right now, such as Initiation / Feasibility, Construction, or Operation & Maintenance. This helps PlanOps show you the right tools for that stage.

Step 4: Decide whether to use a framework

A framework sets up standard defaults for you automatically. Pick one from the dropdown to save time, or choose None if you'd rather start with a blank project.

Step 5: Check what the framework will set up

Once you've picked a framework, a preview appears showing the settings and structure it'll apply. Have a look to make sure it's what you want before going further.

Step 6: Turn guided setup on or off

Guided setup walks you through extra steps after the project is created, based on the framework you picked. Switch it on if you want that extra help, or off if you'd rather skip straight to the project.

Step 7: Refresh the framework list if needed

If the list of frameworks looks out of date or shows an error, select refresh to pull the latest list.

Step 8: Create the project, or skip the extra setup

Select Create to set up the project with your chosen settings. If you'd rather not use a framework right now, use the skip option (where shown) to create a simple project instead.

Step 9: Cancel if you change your mind

Not ready to create the project? Select Cancel to close the form without saving anything.

---

Last updated: 2026-07-04