
Creating a New Project
Click the New Project button from the projects page or use the quick-create option from anywhere in the app.Required Fields
- Title - Give your project a clear, descriptive name
- Team - Assign at least one team to the project
What You Can Add
Fill in as much or as little as you want:- Summary & Description — Describe the project and its goals
- Status — Planning, Active, On Hold, Complete, etc.
- Priority — High, Medium, or Low
- Project Type — Residential, Commercial, Industrial, Mixed Use, etc.
- Development Intent — What you plan to build or do with the land
- Budget Range — Approximate investment size
- Funding Source — How the project will be funded
- Expected ROI — Target return on investment
- Risk Level — Low to Very High
- Timeline — Start date and target completion
- Team — Project lead and team members
After Creation
Once created, your project becomes the central hub for:- Adding properties and parcels
- Tracking activity and changes
- Posting status updates
- Collaborating with team members
- Attaching files and documents