Creating a Project

Owner or Manager access required

Creating projects requires Owner or Manager access. Members can open existing projects but cannot create new ones.

This guide covers creating a new project from the Accounts Page. Once the project exists, you can import data, invite users, and configure settings through the Project Window.

Creating the Project

Projects are created from the Accounts Page toolbar.

1. From the Accounts Page, click the + New button in the toolbar.

   (Accounts Page toolbar)

2. Enter a name in the New Project Name field and click Create Project.

   (Create a New Project dialog)

The project is added to the projects list immediately.

(New project in the projects list)

You will notice that your project already has some users — this is because all registered users in the Managers tab are automatically added to new projects. To learn how to add, remove, and edit project managers, see Managers.

Naming

Use a descriptive name that includes the site location, client, or campaign identifier — for example, North Site Turnaround 2026. This makes projects easy to find as the list grows.

Next Steps

A newly created project is empty. Typical next steps include:

• Import data — bulk import equipment and documents from a ZIP package
• Invite users — add team members and assign roles
• Configure settings — adjust IWP upload/download options, inspection intervals, and plugins via the Project Window
• Add equipment manually — add individual equipment items through the EQUIPMENT tab

To access project settings, open the project and click the Project Options button (white circle with three dots) on the orange header bar.

Related Topics

• Project Window — Full reference for the Project Window tabs, fields, and settings
• Importing Data — Preparing and importing data packages
• Inviting Users — Adding users and assigning project roles