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Start a Quick Project Setup from the empty project banner

Use the setup banner on a new project to launch Quick Project Setup and begin configuring your project context.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open a project that has not been set up yet​

Open your newly created project, such as "New Bypass", and view the dashboard where the setup banner is shown at the top of the page for projects without existing context.

Open a project that has not been set up yet

Step 2: Review the setup banner and project readiness​

In the banner titled "Set up [Project Name]", review the note that Quick Project Setup does not use IU credits and check the readiness strip labelled "Project context so far" to see what information is already available.

Review the setup banner and project readiness

Step 3: Start the Quick Project Setup​

Select the primary "Run Quick Project Setup" button in the banner to launch the guided setup detour and begin filling in your project details.

Start the Quick Project Setup

Last updated: 2026-07-21