Create Project
Project creation is a single long page rather than a wizard. That matters during
onboarding because the entire setup has to be understood as one save operation:
organization selection, core metadata, labor-role definition, initial funding, and the
initial team all live on one route.
What You Can Do Here
- Select the target organization where the project will be created.
- Enter the project’s core fields such as code, funding mode, start month, and duration.
- Choose a saved role template set or keep a custom project labor-role set.
- Define the initial funding sources and payout inclusion flags.
- Add the initial supervisors, managers, and employees before the first save.
- Assign an initial labor role to each initial member.
Typical Use Case
- Open
/admin/projects/new from the project registry.
- Fill out the metadata and choose the role-template strategy.
- Enter the starting funding model.
- Add at least one supervisor and any optional initial members.
- Create the project when all sections are complete.