Create a project

Start a new project, blank or from a template, and fill in its currency, property details and target date.

Each renovation gets its own project. Only the name is required, and you can change everything else later.

Create the project#

  1. Select New project on the dashboard or the Projects page, or open New project.
  2. Under Start from, choose A blank project or a template. See Start a project from a template for what each one adds.
  3. Enter a Project name, and a Description if you like.
  4. Choose the Currency. Budgets and spending for this project are shown in it.
  5. Leave Who can see it on Private.
  6. Under About the property, add the Country, Town or city, Property type, Floor area, Year built and Target completion date, if you like. All optional.
  7. Select Create project.

The project opens on its Tasks tab.

The floor area is in square metres or square feet, depending on the units in your Settings.

Property types#

The Property type list has House, Flat, Bungalow, Maisonette, Cottage, Commercial and Other. The setup guide uses it to suggest rooms.

If you've reached your plan's limit#

Instead of the form you'll see You've reached your project limit, with how many projects your plan includes. You can:

  • select See plans to upgrade, or
  • delete a project you own from its Settings tab, which frees its place.

Archiving a project doesn't free its place.

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