How to create a project

Before you start

You need a role that can create projects, such as Admin, Sales, or Project Manager.

Create the project

1. Go to Projects.
2. Select Add project.
3. Enter the Project name.
4. Choose the Client.
5. Choose the Project manager.
6. Choose whether this is a Client project.
7. Choose whether the project is Billable.
8. Choose the Project status.
9. Set the Start date.
10. Set the Target due date if the project has one.
11. Choose the Billing period rule if the project is billable.
12. Enter Billing period start day and Billing period end day if you chose a custom billing period.
13. Select Save project.

Optional fields

You can also set Statement of work, GP threshold override (%), and Internal notes (internal only) when you create the project.

You do not need to add a project budget or pricing model during project creation. Add contracted amounts, rate cards, phases, and pricing details from the project’s budget or contract settings after the project exists.

What happens next

Scopra creates the project and adds it to the Projects list. You can then open the project to update details, change the project manager, configure project-specific rounding and overtime settings, add budgets, add phases, and manage delivery against the linked client.

If you need to update the new project settings next, see How to configure project rounding and overtime settings.