There are two ways to create a new Project depending on where you are in the platform:

  1. Create a new project from "My Projects" home.

  2. Create a new project from an existing client account.

Either path will lead to successfully creating a new project.

Create a new project from "My Projects" home

From "My Projects" home, click on the "create new" dropdown and select "New Project."

You'll be asked to provide the project name and search for an existing account within your portfolio.

Once you've filled out all the fields and you're sure about your decision, click "create" to continue to the Project Details page.

If you'd like to cancel your decision, click "cancel" to return to the previous page.

Note: If you cannot find the account you wish to add your project to, click "New Account" in the dropdown instead, fill out the form, and skip to the following section of this article - "Create a new project from an existing client account."

Create a new project from an existing client account

From an existing client's Account Details page, click on the "create new project" button.

You'll be asked to provide the project name and the name of your account should automatically populate.

Once you've filled out all the fields and you're sure about your decision, click "create" to continue to the Project Details page.

If you'd like to cancel your decision, click "cancel" to return to the previous page.

Note: You can make edits to the project name after you've created it in the Project Details window.

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