Create a project

Start a project for a customer from the Projects page, give it a name, dates and a portfolio, or build it from a template that brings its phases and tasks with it.

In the sidebar, open Projects & Tasks, then Projects. The page address is /work/projects, and a new project opens at /work/projects/new. A project groups the tasks and work orders for one larger piece of work for one customer, such as a full system replacement, so you can see progress in one place.

Before you start

• The customer needs an account in Nova. If they are new, you can create the account from inside the form as long as your role can create accounts.
• Your admin has to give your role the Create projects permission. Without it, New Project does not appear.

Steps

1. Press New Project at the top of the Projects list. The New Project page opens.
2. If your organization has project templates, Start point offers Blank project or From template. Leave Blank project selected for a one-off.
3. Type the Name.
4. Under Account, type the customer's name in Search accounts and pick them.
5. Pick a Portfolio if this project belongs to a larger program of work; otherwise leave it blank. See Create a portfolio.
6. Set the Status, then the Start date and Due date if you know them.
7. Add a Description for the team. It is internal; customers never see it.
8. Press Save. Nova shows Project created. and opens the project.

What you see

• The project page is where its tasks, work orders, notes and files live from now on.
• Back on the Projects list, the row shows the Project name and number, its Account, Portfolio, Status, Start, Due and when it was Updated.
• The Project number field at the top of the form is optional; Nova assigns the next number if you leave it blank.
• The note under the form reads Project status can be updated later.: you can change the status any time from the project.

If something looks different

• Name is required. or Account is required. appears: fill that field in and press Save again.
• You chose From template: the name field reads Project name, a template panel appears where you pick the template and its roles, the date fields disappear, and the button reads Create project. Nova creates the project with the template's phases and tasks.
• The Branch field appears: your organization has several branches. The project follows the portfolio's branch or the customer's home branch; press Change to pick another.
• You opened the form from an account page: Account is already filled in.
• To edit a project later, open its row menu and choose Edit. To take it off the list, see Archive or restore a project.

Create a project