Creating a Project
Create projects from the Projects list, Command Center, 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 draft work to show estimated cost and margin before staffing.
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.
Use Planned for confirmed work or Draft for tentative work.
The delivery owner. Changing PM can also transfer assignments when the app asks you to confirm.
Required skills or roles for staffing, filters, and unassigned reservations.
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.
When you choose a capability without a person, Supervisible creates an unassigned row for that role across the project dates. The row starts with the standard 10 hours per week, can use the capability default rate for estimated cost, and can be staffed later without losing the planned hours.
What Happens Next
After creation:
- The project appears in Projects and Command Center.
- It can be opened from search, lists, and project links.
- Team assignments and unassigned capability reservations affect workload once hours are entered.
- Project subscriptions and Slack channel mapping can be configured.