Creating Projects

Work in Progress

This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2, 2026.

Only Administrators can create projects. The creation process uses a step-by-step wizard that guides you through all the details.

Your Role on This Page

Admin

As an Admin, you have access to the full project creation wizard. You can create projects or proposals, allocate budgets, assign teams, define milestones, and upload documents.

Department Lead

As a Department Lead, you cannot create projects. Only administrators have access to the project creation wizard.

Team Lead

As a Team Lead, you cannot create projects. Only administrators have access to the project creation wizard.

Member

As a Member, you cannot create projects. Only administrators have access to the project creation wizard.

Project Creation Wizard

Step 1: Project Type

Choose what you're creating:

• Project — A fully approved, active project
• Proposal — A project proposal that needs approval first

Step 2: Basic Information

Fill in the project details:

Field	Description
Project Name	A descriptive name for the project
Project Code	A short unique code (e.g., "RAX-001")
Description	What the project is about
Start Date	When the project begins
End Date	Expected completion date
Total Budget	Overall project budget

Step 3: Team Allocation

Assign teams to the project and distribute the budget:

1. Select departments and teams that will work on the project
2. Allocate a portion of the budget to each team
3. The budget percentages must add up to 100%

tip

You can allocate multiple teams from different departments to a single project. Each team gets its own budget allocation.

Step 4: Milestones

Define key milestones for the project:

1. Click Add Milestone
2. Enter the milestone name and target date
3. Add a description of what the milestone includes
4. Repeat for all planned milestones

Step 5: Documents

Upload any initial project documents:

1. Upload project-level documents (visible to all teams)
2. Upload team-specific documents (visible only to that team)
3. Supported formats include PDF, Word, Excel, and images

Click Create Project to finalize.

Saving as Draft

If you're not ready to finalize the project:

• The wizard auto-saves your progress as a draft
• You can return to the draft later from the Drafts filter on the Projects page
• Complete the remaining steps when you're ready

After Creation

Once a project is created:

• It appears in the Projects list for all assigned team members
• Leads can start creating tasks within the project
• Team members can view the project details and documents