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.
  • Click on the Next button to proceed.



  • 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: 08/31/2026

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