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Create a complete project from scratch

This guide walks you through creating a project with estimate, schedule, and basic cost control.

Estimated time: 30–60 minutes

Step 1 — Create the project​

Go to Projects → New project. Enter name, code, region, currency, and unit system. Save.

Step 2 — Create the estimate​

From the project overview → Estimates → New estimate. Enter name and access the workspace.

Step 3 — Add line items​

In the workspace, click New line item or Import from Excel. Build a hierarchical structure (WBS levels).

Step 4 — Link UPAs​

Select a line item → Link UPA → search or create the UPA. The price calculates automatically.

Step 5 — Recalculate​

Click Recalculate in the Topbar. Wait for the engine to process. Verify updated totals.

Step 6 — Create a baseline​

Once the estimate is ready for bid: Create baseline → name it (e.g. "Bid v1"). It becomes a frozen reference.

Step 7 — Create the schedule​

Go to Schedule → create activities with dates → set dependencies → link to estimate line items.

Step 8 — Cost control​

Cost control is fed automatically from the estimate. Go to Cost Control to verify the BAC reflects the estimate total. As you record field progress, EVM metrics update.

Next steps:

  • Record purchase orders in Procurement
  • Sign contracts in Contracts
  • Record daily progress in Field
  • Manage variations in Changes