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How to Create a New Project

Add a project with code, name, site reference types, client, and optional logo.

Overview

Projects contain sites and milestones for a piece of work — often aligned to a client, programme, or batch of work. When you create a project, you choose which site reference types apply and can optionally link a client, director, and other roles.

How to Access

Go to Main Menu → Projects, then click Add new (top right).

Creating a Project

  1. Enter a Code — often an incremental number, or your internal project code.
  2. Enter the Project name.
  3. Leave Status as Active for new work.
  4. Select Site reference types — the unique IDs you will use on this project (for example, client-specific reference types). See How to Set Up Site Reference Types.
  5. Optionally upload a client logo to distinguish client projects visually.
  6. Click Create.

After Creation

Additional fields become available:

  • Client — select from clients already set up in XMP
  • Project director, Project auth manager, and Business unit (optional)

You can return later to add more site reference types if the project expands.

Next Steps