Creating a Project

Forecast is designed to help you efficiently plan, allocate resources, and monitor progress over the lifetime of your projects. Whether you're managing internal initiatives or client-based work, Forecast offers flexible tools for defining project scope, assigning team members, and setting timelines. This article walks you through each step of setting up a project in Forecast, ensuring your project starts off on the right foot and stays on track throughout its lifecycle

• Creating New Projects
• Duplicating Projects
• Updating Existing Projects

Creating New Projects

New projects can be created using the Create button or by using New Project on the All Projects page. 

To create a new project using Create    

1. Click Create in the navigation bar.
2. Select Project from the dropdown.

To create a new project from All Projects

1. Click Projects in the navigation bar.
2. Select All Projects from the dropdown
3. Click New Project at the top right of the page.

After selecting new project, complete the Create new Project form with the details of the project. 

• Project Name - Enter the name of the project
• Project ID - Enter a custom string of up to 6 alphanumeric characters or leave blank for Forecast to assign. 
  Note: Custom project IDs are available for Projects and Programs (not Connected Projects).
• Color - Select a color or enter the custom HEX code for your project.
• Dates - Select the start and end dates for the project.
• Client - Select the client for the project. 

Expand More Settings to configure the project budget, enable Sprints or Baseline, add project labels and identify the project's rate card. 

1. Add project Labels.
2. Choose whether to duplicate an existing project. You will have the option of duplicating an existing project along with all of its workflow columns, tasks, phases, team members, and expenses. Use this option if you have a template project that can be cloned.
3. Choose whether or not to work with Sprints.
4. Select the Budget Type.
5. Set the Rate Card.
6. Choose whether or not to work with Baseline.
7. Click Save and Continue.

Assigning team members

After clicking Save and Continue, you will have the option to assign team members to the new project. 

• If you know the team or individuals who will be working on the project, select them from dropdown.
• If you are unsure, Skip. Individuals or teams can be assigned later through the project's Settings. 

To read more about creating teams, visit Adding Team Members to Projects.

If you work with Allocate people to Projects or Combined Mode, an additional step allows you to create project allocations for the team/members. 

• Complete the Allocate form for each team member or Skip to create project allocations in the future. 

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Duplicating Projects

If your company utilizes project templates, you can use Duplicate Project to create a copy of an existing project. Duplicate Project is available when creating a new project  or from within an existing project's settings. 

To duplicate a project during Create

1. Follow the steps in Creating New Projects.
2. Complete the Create new Project form.
3. Click More Settings.
4. Toggle Yes in Duplicate an Existing Project?
5. Select the template project from the Duplicate Project dropdown.
6. Review the selections under Duplicate. All details are selected by default.
   
7. Untick the box for any project details you do not wish to copy from the template project.
8. Click Save and Continue. 

To duplicate an existing project

1. Click Projects in the navigation bar.
2. Select All Projects from the dropdown.
3. Click on the project you wish to duplicate.
4. In the left side panel, click Settings.
5. Under General, click Duplicate Project.
6. Complete the Create new Project form.
7. Review the Duplicate selections, deselecting any project details you do not wish to copy into the new project.
8. Click Save and Continue.

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Updating Existing Projects

Once a project is created, it may be updated from within the project's Settings. Settings includes the project's dates, budget type, assigned client, team members, and more. 

• To review all of the settings available within your projects, check out Overview of Project Settings.

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Related Articles

• Overview of Project Settings
• Adding Team Members to Projects