Creating a new project
- Navigate to the Organization dashboard
- Click the New project button
- Fill in the project details
- Click Create
Project details
Required fields
| Field | Description |
|---|---|
| Name | Clear, descriptive title |
Optional fields
| Field | Description |
|---|---|
| Description | Detailed scope and objectives |
| Status | Active (default), On-hold, or Archived |
| Priority | High, Medium, or Low |
| Change type | Category of change |
| Start date | When work begins |
| Target end date | Expected completion |
| Program | Parent program for grouping |
Naming best practices
Choose names that are:- Good examples
- Avoid
- “Salesforce CRM Implementation”
- “HR Policy Update Q1 2026”
- “Chicago Office Relocation”
- “New Expense Reporting Process”
Linking to a program
If the project is part of a broader program:- In the Program field, select the parent program
- The project will appear in the program’s detail view
- Aggregate metrics will include this project
You can also create projects directly from a program’s detail page. Projects created this way are automatically linked.
Creating from a program
Alternatively, create projects within a program:- Go to Programs
- Open the relevant program
- Click Create project
- Fill in details - the program is pre-selected
After creation
Once your project is created:- Add stakeholders - Import or manually add affected people
- Identify impacts - Document change impacts
- Create surveys - Set up readiness assessments
- Plan communications - Schedule stakeholder communications
Add stakeholders
Import or create stakeholders
Track impacts
Document change impacts