New project

A new project needs two things: a title and a template. The template decides which features the project starts with — which tabs exist on the project page — and sets the defaults for lifecycle and billing.

Picking a template

The template cards show name, description, and a preview of the features the template turns on: plan, participants, call sheets, files, budget, and so on. Pick the one closest to the workstream — everything can be adjusted afterwards from the project’s Settings tab.

The Custom template

The Custom template starts from your organisation’s own defaults, set under feature defaults. If no default grid has been saved, Custom starts from the template’s own grid.

The remaining fields

• Subtitle and notes — optional context.
• Code — a short label like ADM-01; surfaces in cost-center reports and the projects list.
• Default billable — whether hours against the project are recorded as billable by default. Can be overridden per entry.
• Public visibility — whether the project is visible beyond those with explicit access.

On creation you land on the project page, ready to fill in the project. Creating requires the project-creation permission — it’s organisation-wide, not per-project.