Create and identify the project

Create a project

Create the project record first, then complete its structure and tool-specific settings.

Project TeamDesktop WebVerified July 24, 2026

Create the project record first, then complete its structure and tool-specific settings.

Best for: Admins, Managers, Employees, or custom roles with project creation access · Requires: Projects write permission and All Projects access.

  1. Open All Projects from the organization menu.
  2. On the web, select New Project. On mobile/native, open the actions menu and select Add Project.
  3. Enter the required Project Name.
  4. Enter a Project Number if your organization uses one.
  5. If an accounting integration is connected, decide whether to enable Exclude from [integration name] Sync.
  6. Save the form.

Constructable opens the new project after it is available. The project starts with no selected budget type, and the system enables the default project cost codes. Use Management Tools → Dashboard to review project activity or Management Tools → Team to add participants. Continue with Review General Project Settings.

Back to Project Setup Help