Set up projects

Create projects, configure statuses and activities, and adapt the project setup to your process.

Use this part to create the project structure you need.

Start here when you are setting up Projects for the first time.

What this part covers

• project basics
• project fields
• statuses and colors
• activities, templates, skills, and free fields

Articles in this part

• What is Projects?
• Create a project
• Understand project fields and options
• Set up project statuses and colors
• Use project activities
• Use project templates
• Use project skills and requirements
• Use free fields for projects
• Show project information on work order PDFs

Next step

Continue to Plan and track projects after the setup is ready.