Creating a Project
Create projects from the Projects list, Staffing, a client page, a workload row, or the command menu. The available entry points depend on your role.
Required Setup
Before creating the first real project, add:
- At least one client.
- Project managers and team members in Members.
- Capabilities if you staff by role or skill. Add default rates when you want unassigned roles to show estimated cost and margin.
Project Fields
Used by workload planning, time-left labels, and date-change notifications. The end date can match the start date or any later date.
The delivery owner. Changing PM can also transfer assignments when the app asks you to confirm.
Non-billable, fixed price, retainer, or time and materials. Financial fields appear based on the billing type and your access.
Use Create project for Planned work, or Save as draft for Draft work.
Draft vs Planned
Use drafts for uncertainty. Draft projects are visible in planning views so you can reserve capacity, identify gaps, and discuss tradeoffs before the deal is final.
Use planned projects when the work is confirmed and ready for scheduling.
Staffing After Creation
Standard project creation is intentionally lightweight. It captures the project shell first, then sends you to the project workload table so staffing can happen with the full date grid, capabilities, rates, and existing workload context visible.
Use the workload table after creation to:
- Add team members.
- Reserve unassigned capabilities.
- Enter planned hours.
- Add actual hours when delivery has started.
The first-project onboarding flow can still ask for capabilities and optional people. If you leave a role unassigned there, Supervisible creates a placeholder allocation across the project dates. Duplicating a project can also carry over team members and capabilities from the source project.
What Happens Next
After creation:
- The project appears in Projects and Staffing.
- It can be opened from search, lists, and project links.
- New planned projects open on the project workload table so staffing can begin immediately.
- Team assignments and unassigned capability reservations affect workload once they are added.
- Project subscriptions and Slack channel mapping can be configured.