Creating and managing a project

• Creating a project
• Viewing your projects
• Duplicating a project
• Deleting a project

Creating a Project

Users can create new projects in Forecast using the Create button.

1. Navigate to the top right of the navigation bar.
2. Click on the Create button.
3. Select Project from the dropdown menu.
4. The Create new Project modal will appear to start defining your project parameters.

Configuring Project Parameters

After the project has been created, users have the option to define the parameters of the project from the Create new Project modal. All of these parameters can always be changed at a later stage directly from the Project Settings.

To configure the project parameters

1. Set the Project name.
2. Choose a custom Project ID or leave blank for Forecast to automatically set the ID. You can set a custom alphanumeric string up to 6 characters long for the project ID. 
   Note: Custom IDs are only available for Projects and Programs (not Connected Projects). 
3. Set the Start and End Dates.
4. Choose project Color.
5. Select the Client.
6. Add project Labels.
7. Choose whether to duplicate an existing project.
   When duplicating, users will have the option of duplicating an existing project 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. This helps you automating processes and saving time.
8. Choose whether or not to work with Sprints.
9. Select the Budget Type.
10. Set the Rate Card.
11. Choose whether or not to include Baseline (PLUS only).
12. Click Save and Continue.

Assigning team members and teams

After clicking Save and Continue, users have the option to assign teams and team members to the newly created project. The step can be skipped if one is not certain as to who to assign to the project just yet. Team members and teams can always be assigned later on through the project settings. To read more about creating teams, visit Adding and managing teams.

To assign team members or a team to a project

1. Click on Add team/team members to your project.
2. Select teams or team members from the dropdown.
3. Click Assign.

Viewing your projects

The newly created project can be found on the All Projects page, together with all the other previously created projects. Here projects are categorized based on project status.

If you want to manage the settings for your existing project, see Managing your project for more information.

Duplicating a project

Under General in the project's Settings, users have the option to duplicate an existing project with all of its task board columns, tasks, phases, team members, and expenses. This way they can have a template project which helps automating processes and is time efficient.

To duplicate an existing project

1. Click on Projects from the top bar. 
2. Select All Projects from the dropdown.
3. Click on the project you wish to duplicate. 
4. In the left side panel of the project click Settings.
5. Under General, click Duplicate Project.
6. Add the parameters of the duplicate project in the pop up.
7. Click Save and Continue.

Deleting a project

Note that if a project has already been invoiced, it's not possible to delete it before the invoices are unapproved.

To delete a project

1. Click on Projects from the top bar. 
2. Select All Projects from the dropdown.
3. Click on the project you wish to delete. 
4. Select Settings.
5. Click General.
6. Click Delete Project.
7. Type in confirm in the pop up window.
8. Click Delete.