Create & Import Projects

Add new projects manually or import them in bulk — with clear naming, user assignment, and description logic for operational clarity.

🔐 Access Control

• Only Admin users or staff with project permissions can create or import projects
• From the Dashboard, use the side menu to navigate: Projects → Project

🧭 Step-by-Step: Create a Project

Click Add Project to open the creation form.

1️⃣ Enter Project Details

• Name*: Enter a clear, descriptive project name (e.g. Care Home Renovation, Cleaning Contract Q4)
• Users: Select one or more team members responsible for the project
• Description*: Add context, goals, or client references

2️⃣ Finalise

• Click Create to save the project
• The new project will appear in the Manage Projects list, categorised by status:
  • Ongoing, Finished, OnHold

📥 Step-by-Step: Import Projects via CSV

Click the Import button to open the upload panel.

1️⃣ Download Sample CSV

• Click Download Sample Project CSV File to view required format
• Each row should include:
  • Project Name
  • Assigned Users
  • Description
  • Optional: Start/End Dates, Status

2️⃣ Upload Your File

• Click Choose File and select your prepared CSV
• Click Upload to import all listed projects

Imported projects will appear in the dashboard with assigned users and descriptions.

✅ Best Practices

• Use consistent naming for easy search and reporting
• Assign users during creation to avoid orphaned projects
• Include descriptions that clarify scope, client, or deliverables
• Use import for onboarding multiple projects at once
• Review imported projects for accuracy and status alignment