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Create New Project

Category: Project Setup

Creates a new project under the current organization with the standard project metadata (name, reference, location, sector, phase, dates, budget, etc.) and optionally applies a project defaults snapshot.

Input Parameters​

ParameterTypeRequiredDescription
Project NameTextYesDisplay name for the new project.
Project ReferenceTextNoInternal reference identifier (e.g. job number).
DescriptionTextNoShort description of the project scope.
LocationTextNoProject site address or location (used for geocoding).
SectorDropdownYesSector classification for the project.
PhaseDropdownYesCurrent lifecycle phase of the project.
Start DateDateNoPlanned project start date.
End DateDateNoPlanned project end date.
BudgetNumberNoProject budget (numeric value, in the selected currency).
CurrencyDropdownNoCurrency for the budget.
TagsTextNoComma-separated tags to apply to the project.
Project CategoryDropdownNoTop-level category used to pick the right setup task. Building covers vertical construction (resi...
Project SetupDropdownNoWhether to chain a setup task after creation. The returned link will pre-arm the project workspac...
Project Defaults SnapshotDropdownNoOptionally apply a saved project defaults snapshot after creation (seeds workspace items, templat...

Parameter Details​

Project Name

Display name for the new project.

Default: ``

Project Reference

Internal reference identifier (e.g. job number).

Default: ``

Description

Short description of the project scope.

Default: ``

Location

Project site address or location (used for geocoding).

Default: ``

Sector

Sector classification for the project.

Options:

  • residential - Residential
  • commercial - Commercial
  • industrial - Industrial
  • education - Education
  • healthcare - Healthcare
  • infrastructure - Infrastructure
  • rail - Rail
  • water_utilities - Water & Utilities
  • highways - Highways
  • ports - Ports
  • energy - Energy
  • mixed_use - Mixed Use
  • other - Other

Default: ``

Phase

Current lifecycle phase of the project.

Options:

  • Initiation / Feasibility - Initiation / Feasibility
  • Concept & Design Development - Concept & Design Development
  • Detailed Design & Approvals - Detailed Design & Approvals
  • Procurement / Tendering - Procurement / Tendering
  • Construction - Construction
  • Commissioning & Handover - Commissioning & Handover
  • Operation & Maintenance - Operation & Maintenance
  • End of Life / Refurbishment - End of Life / Refurbishment
  • Other - Other

Default: Construction

Start Date

Planned project start date.

Default: ``

End Date

Planned project end date.

Default: ``

Currency

Currency for the budget.

Options:

  • GBP - GBP (£)
  • EUR - EUR (€)
  • USD - USD ($)
  • AUD - AUD ($)
  • CAD - CAD ($)

Default: GBP

Tags

Comma-separated tags to apply to the project.

Default: ``

Project Category

Top-level category used to pick the right setup task. Building covers vertical construction (residential, commercial, mixed-use); infrastructure covers linear/civils work (rail, highways, water, ports, energy).

Options:

  • building - Building
  • infrastructure - Infrastructure

Default: building

Project Setup

Whether to chain a setup task after creation. The returned link will pre-arm the project workspace with the chosen setup flow.

Options:

  • full - Full setup (recommended)
  • basic - Basic setup
  • none - Skip setup

Default: full

Project Defaults Snapshot

Optionally apply a saved project defaults snapshot after creation (seeds workspace items, templates, dashboards, etc.). Choose "None" to start from a blank project.

Options:

  • `` - None — start from a blank project

Default: ``

Outputs​

Summary​

Type: Text/Markdown

Summary

Project Id​

Type: Text/Markdown

Project ID

Project Name​

Type: Text/Markdown

Project Name

Project Url​

Type: Text/Markdown

Open Project

Outputs​

Type: Array

Outputs

Completion Time​

Type: Text/Markdown

Completion Time

Example Use Cases​

Create a residential construction project​

Create a new residential project in the construction phase with GBP budget.

Configuration:

  • Name: Riverside Phase 2
  • Project Reference: JOB-2026-014
  • Description: 12-storey residential block, 84 units.
  • Location: 12 Riverside Way, London
  • Sector: residential
  • Phase: Construction
  • Start Date: 2026-06-01
  • End Date: 2028-03-31
  • Budget: 18500000
  • Currency: GBP
  • Tags: flagship, design-build
  • Project Category: building
  • Setup Mode: full

Tags: project · create · onboarding · setup

Last updated: 2026-06-10