Create your first project

The New project form: name, plans, customer details, and a cover image — every field can be filled in now or later.

Create a project

1. On the Projects screen, click New project.
2. Fill in any of the fields (see below) and click Create project.
3. If you attached plans, the project opens as soon as the upload finishes. Otherwise it appears in your project list, ready when you are.

The fields

• Project name — if you leave it empty, the project takes the name of the first plan file you upload, or "Untitled project".
• Plans — attach the plan files (PDF plan sets or images) right away, or upload them later from inside the project.
• Customer details — your customer's company, contact name, address, phone, and email. When present, they print as a "Prepared for" block on PDF and CSV exports. Add or change them anytime with the Customer button on the project card.
• Cover image — a photo or rendering shown on the project card. Change or remove it later from the card's image menu.

Project cards

Each card has Open, Rename, Customer, and a delete (trash) button. Admins and the super admin see every project in the organization; regular users see the projects they created.