Create project

Create a new project so you can upload documents and run workflows.

Purpose

Create a project workspace where you’ll upload drawings/documents and run takeoff/estimate workflows.

Who this is for

  • Estimators / QS: creating a project to start estimation work.
  • Admins: ensuring naming, access, and customer metadata standards are followed.

Prerequisites

  • You have permission to create projects.
  • You know the project name and (if applicable) the customer/client.

Steps

  1. Open Projects.

Projects dashboard with New Project button

  1. Select New Project.

Create New Project modal

  1. Fill in the required fields:
    • Project Name (required)
    • Customer (select an existing customer or choose + New Customer)
    • Project Owner (assign if applicable)
    • Project Type (e.g. Electrical (MEP))
    • Due Date (optional)

Due date picker in Create New Project modal

  1. Select Create Project.

After you create the project

You’ll land on the project page. From here you can:

  • open Documents to upload files
  • run extraction/takeoff workflows (e.g. MEP Extraction / AI takeoff) when available
  • configure vendors/trades if your workflow uses RFQs

Expected result

  • A new project exists and can be opened.
  • You (and invited teammates) can upload documents into it.

New project overview with project tabs

Troubleshooting

  • Create button disabled: you may not have the right permission. Ask an admin to update access.
  • Project not visible to teammate: confirm they’re in the same workspace and have been granted access.

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