Articles on: Projects

How to Create Project?

Overview

Creating a project is the first step in managing your design, documentation, and proposals within the platform. A project acts as a central workspace where you can add products, generate drawings, create proposals, and manage reports.


Steps to create a project


  • On the Main Dashboard, select the Projects option, then click on “My Projects.”



  • After clicking on “My Projects,” you will be redirected to the My Projects page. Click on “Create New Project.”




  • On the Project Creation page, fill in the required project details to create a new project.
  • To share the project with all team members, check the “Share with all group members” box. Once selected, the share menu will be grayed out.




  • Enter the project specification details, then click on the “Submit” button.



  • After clicking the “Submit” button, your project will be created, and you can then create a design under that project.



Notes: Only users with appropriate permissions can create a project. Project ID may be auto-generated depending on your settings. Required fields must be completed before saving, you can edit project details later if needed.

Updated on: 02/17/2026

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