How to Create a Project
Build a new project in your workspace.
A project is one funded grant or programme with one donor and one reporting cycle. Only Admins can create projects. Check that you have a free project slot on your plan (Plans and limits); archived projects do not count.
Step 1: Start the wizard
Click New project on Projects (or use the Create menu in the top bar). The wizard has three steps plus a review screen. Your progress is saved as a draft, so you can leave and come back.
Identity
- Title and Project code (required; codes should be unique in your workspace)
- Donor name
- Implementing organization
- Partner organization (optional)
Geography and dates
- Country (required), Region and District (optional)
- Sector – Nutrition, Food security, WASH, Health, Protection, Education, Livelihoods, Shelter, Multi-sector or Other
- Start date and End date
Reporting
- Reporting frequency – Monthly, Quarterly, Semi-annual, Annual, Final or Custom
- Budget amount and currency (optional)
- Primary contact (optional) and Description
Review your answers and create the project.
Step 2: Finish setup
After creation you land on the project's Setup checklist. It tells you exactly what is still needed to start reporting:
- Project workspace folder – created for you in Google Drive in the background (see Connect Google Drive).
- Donor template – upload and approve one.
- Logframe and indicators – build or import them.
- Reporting profile – language, tone and rules for this project (defaults come from your organisation).
- Team assignment (recommended) – assign members on the project's Team tab.
Each item has a Set up button, and Blockers lists anything holding you back with a Fix link. When everything is green the status is Ready and you can Mark setup complete and create a reporting period.
You can keep working on evidence, activities and the logframe while setup is unfinished.
Project pages
A project has these tabs: Reporting, Overview, Logframe, Activities, Evidence, Templates, Team and Settings.
Edit or end a project
Settings lets you edit details, dates and budget and set the status (Active, Paused, Completed). See How to archive a project.
Try it safely first
The Academy demo project is a complete sample project that you can explore, and it does not count toward your limits. See Academy tour.