Creating a Project
Learn how to set up a new project in Compass.
Before You Start
Make sure you have:
- A project blueprint selected
- Project details (name, target completion dates)
- Permission to create projects
Project Creation Workflow
Project creation uses a multi-step wizard. The number of steps depends on whether the selected blueprint has related properties (e.g., facility/site associations):
Standard workflow (no related properties):
| Step | Content |
|---|---|
| 1 | Base Information |
| 2 | Custom Fields |
| 3 | Dayrates |
| 4 | Summary |
Extended workflow (with related properties):
| Step | Content |
|---|---|
| 1 | Base Information + Related Properties |
| 2 | Custom Fields |
| 3 | Facility Details |
| 4 | Dayrates |
| 5 | Summary |
Creating a New Project
Step 1: Navigate to Projects
- Click Projects in the left sidebar
- Click the Create New Project button
Step 2: Choose a Blueprint
Select a blueprint to initialize the project structure. A blueprint is a pre-configured project template that pre-fills settings, task catalogs, budgets, and dayrates.
Step 3: Fill in Base Information
After selecting a blueprint, the Base Information step appears with the following fields:
| Field | Description | Required |
|---|---|---|
| Workspaces | Workspace association | Conditional |
| Name | Project name | Yes |
| Primary Target Completion Date | Expected project completion date | Yes |
| Secondary Target Completion Date | Alternative completion date | No |
| Primary Director | Lead project director | No |
| Secondary Director | Backup project director | No |
| Parent Project | Parent project if this is a sub-project | No |
| Status | Project status (options from blueprint) | Yes |
| Stage | Project stage (options from blueprint) | Yes |
| Internal | Toggle — mark project as internal | No |
| Private | Toggle — restrict project visibility | No |
| Tags | Categorize the project with tags | No |
If the blueprint has related properties enabled, a Related Properties section also appears below the base fields where you can select properties to associate with the project.
Note: Field visibility depends on your role permissions. Some fields may be hidden or read-only.
Step 4: Continue Through Wizard
Click Next Step to proceed through the remaining steps:
- Custom Fields — Fill in any custom fields defined for the selected blueprint
- Facility Details — Enter facility-specific details (only shown if the blueprint has related properties)
- Dayrates — Configure project dayrates
- Summary — Review all information; the project is created when you reach this step
What Happens Next?
After creation, you'll be taken to the project overview where you can:
- Add team members — In Project Contacts
- Set up budgets — In Project Budgets
- Create task lists — In Project Tasks
- Plan travel — In Project Travel
Frequently Asked Questions
Q: Can I change the blueprint after creation?
A: No, the blueprint is applied at creation time. However, you can manually adjust settings after the project is created.
Q: What's the difference between Primary and Secondary Target Completion Dates?
A: The Primary Target Completion Date is the main deadline. The Secondary Target Completion Date provides an alternative or fallback date.
Q: What do Internal and Private toggles do?
A: Internal marks the project as an internal company initiative. Private restricts who can see the project based on permissions.
Q: Can multiple users work on the same project?
A: Yes! Add team members through Project Contacts.
Next Steps:
- Project Overview - Understand your project tabs
- Managing Project Contacts - Add your team