Purpose
This article walks through how to create a new project in SiteRise.
Who Uses This
Project managers and administrators setting up new work.
How It Works
From the Projects list, click "New Project" to start the setup process.
Enter the basic project details — name, location, associated companies, and start date. You can also apply a Template to pre-populate schedules, tasks, and deliverables.
Once created, you'll land in the new project's workspace, ready to build out the schedule and add team members.
Best Practices
Use a Template whenever possible to save setup time and keep projects consistent (see Templates).
Follow your organization's naming conventions from the start (see Naming Standards).
Add key team members and companies immediately so notifications and permissions are set correctly.
Troubleshooting
If the "New Project" option isn't available, confirm your role has permission to create projects (see Roles).