A project represents a real job. Keep its baseline, working schedule, update history, and alternative plans together so people can compare the same work over time.

Create a project

You need project-creation access in the selected workspace, normally Workspace Owner or Admin access in a team workspace.

1. Select the correct workspace in the top bar.
2. Open workspace Projects and choose Add Project, or use New project on Home.
3. In Details, enter the project name and ID. Add an optional description and photo.
4. Set the Attributes, including status, phase, type, and sector where relevant.
5. Add the Client and Location information needed to identify the work.
6. Review the Team and the final details, then create the project.

Use a name people will recognize in selectors and a concise ID people can distinguish in file lists. You can have multiple schedules inside the same project; you do not need a new project for each monthly update.

Find and organize projects

On Projects, combine search with filters such as status, phase, client, location, type, and sector. Choose list, tile, or map presentation to suit the task. Clear filters if a known project disappears from the list.

Programs let you organize related projects in a workspace. Accurate location information improves map browsing. Changing an administrative project attribute, such as phase, does not set activity dates or recalculate a schedule.

Complete the project setup

Open the project and use the project settings/actions control to review its details. Available editing actions depend on your role. Then complete these scheduling decisions:

• Put the schedules in Files, importing an existing plan or creating a new one.
• Set a Current schedule so Schedule and Open Current lead to the right file.
• Select a Baseline when there is an agreed comparison reference.
• Assign Update # tags to the historical files you want in reporting history.
• Check the calendars and shared assets the project should use.
• Review the people and roles on Team.

Project details describe the job. The schedule’s status date, calendar, and calculation settings describe how its plan is scheduled. Edit those within the schedule rather than trying to correct them through the project’s descriptive fields.

Choose schedule display formats

In Project Settings, use Date Formatting to choose a date preset, then select Date only, 24hr, or 12hr. Twelve-hour time includes AM/PM.

Under Duration Formatting, choose a preset using the example and unit pattern shown in the picker. Presets include single units and breakdowns such as 2d 5hr 20min. Choose 0, 1, or 2 decimal places for the smallest selected unit. Zero components and trailing decimal zeros are omitted. Conversion uses each activity’s working calendar: on a five-day calendar, five working days carry into one week.

Display precision does not change stored durations or scheduling calculations. Schedule grid duration inputs accept explicit units such as 2d 5hr 20min; unitless numbers use the largest selected unit. Schedule rounding still applies to edits. Existing projects start with M/d/yyyy and days with zero decimal places.

These settings apply to Gantt dates, durations, progress columns, and schedule PDF/Excel exports. Schedule dates never shift to the viewer’s timezone.

Timeline headings follow their zoom level. Filters and quality thresholds explicitly labeled in days retain their day-based meaning.

Use the project pages

Start with Files when the project has no Current schedule yet. Dashboard history becomes more useful after you have designated the baseline and ordered your updates.

Invite the project team

Use Team or Share → This project. Choose Viewer for people who need to read, Editor for people who will edit or contribute progress, and Admin for people managing project access and progress cycles. Your ability to assign a role depends on your own access and licensing rules.

A project invitation provides access to the project’s schedules. If the recipient should see only one issued file, use schedule sharing instead.

Keep an orderly schedule history

A useful starting arrangement is an approved baseline, an editable working schedule, and dated reporting versions. Name them consistently, such as “Working,” “Baseline — approved,” and “Update 03 — August.” Use folders when a project also has recovery plans, imported submissions, or alternatives.

Preserve a version before a significant review or forecast change. Use Archive for files you want out of the normal list but may need again. Read confirmation dialogs before removing project or file data; archiving and deletion are different actions.

Continue with Schedules and versions, Import a schedule, or Dashboards.