Creating Projects

Create A New Project With Project Drawer ('Form' Experience)

• Login to FOLIO and go to the "Projects" button on the left navigation. 
• Click the pink "plus" button on the top right of the screen and select "New Project" from the dropdown. 
• Fill out the appropriate fields in the Project Drawer.
  • You must select an "Industry" in the industry dropdown to see options available in the "Business Drivers" and "Spaces" fields. 
  • If your Client does not exist in the dropdown, scroll to the bottom of the "Client" dropdown and create your new client. This will take you back to the project form to continue inputting information. See the "Create A New Client" article for a video of how this works. 
• Once the project is created, you will be directed to the Project Dashboard and assigned as a "Lead" role in the project. 

💎 Product Tip: If you accidentally create duplicate projects, see the "Deleting A Project" article to learn how to delete the duplicates. 

Create A New Project With Project Wizard ('Visually Guided' Experience)

• Login to FOLIO and go to the "Projects" button on the left navigation. 
• Click the pink "plus" button on the top right of the screen and select "New Project" from the dropdown. 
• Fill out the appropriate fields in the Project Drawer.
  • If your Client does not exist in the dropdown, scroll to the bottom of the "Client" dropdown and create your new client. This will take you back to the project form to continue inputting information. See the "Create A New Client" article for a video of how this works. 
• Once the project is created, you will be directed to the Project Dashboard and assigned as a "Lead" role in the project. 

💎 Product Tip: If you accidentally create duplicate projects, see the "Deleting A Project" article to learn how to delete the duplicates. 

Create A New Project From A Client Landing Page

• Click into a "Client" on the "Clients & Projects" Page. 
• From inside the client page, click the pink "plus" button on the top right of the page and select "New Project" from the dropdown. 
  • If the client has no projects, you can also start a project by clicking the "Create New Project" button in the center of the screen.
• Your client will automatically be selected in this experience.  
• Fill out the appropriate fields in the Project Drawer or Project Wizard depending on how you prefer to make a new project. 
• You will be dropped into the Project Dashboard upon creation of the project. 
• From there, you can assign your team, invite your collaborators, and build a budget!