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Understand empty project and document screens

Learn what you can do when you see the empty projects or empty documents screens, and how to start creating content in PlanOps.

Audience

This guide is designed for project manager.

Steps​

Step 1: Recognise the empty projects screen​

When you first sign in and have no projects, PlanOps shows a “Ready to build something?” screen with an illustration and a button to create your first project; use this as your starting point for setting up work in the system.

Recognise the empty projects screen

Step 2: Create your first project from the empty state​

Select the “Create your first project” button on the empty projects screen to open the project creation flow, where you can define your initial project and begin adding details.

Create your first project from the empty state

Step 3: Recognise the empty documents screen​

When a project or area has no documents yet, PlanOps shows a “No documents yet” screen with an illustration and guidance that you can upload or create your first document.

Recognise the empty documents screen

Step 4: Upload your first document from the empty state​

Select the “Upload your first document” button on the empty documents screen to open the document upload flow, allowing you to add key files so your team can reference and collaborate on them.

Upload your first document from the empty state

Last updated: 2026-02-10