Creating a New Project | FlowPath Help Center
Creating a New Project
Guide you through creating a new project. Edit settings and project details and learn to manage and navigate phases, tasks, and files.
Download PDF → CreatingaNewProject.pdf
Simplifying Project Creation in Flow Path
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Creating a New Project
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Click on "Create Project" in the top right corner.
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Fill in project details:
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Project name
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Site location
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Budget
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Start date
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Estimated end date
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Project description
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Navigating the Project Module
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Default of five phases and tasks in every project.
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Monitor completion percentage, start and end dates, total budget, and total cost.
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Access files for attachments and sorting/filtering options.
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Adjusting Project Settings
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Edit project name, budget, total cost, and completion percentage.
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Define project categories (e.g., new or upgrade).
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Update start date, end date, and completion date.
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Add project description.
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Options to delete, archive, or duplicate projects for recurring projects.
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Managing Phases and Tasks
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Adjust dates and times by sliding phases and tasks.
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Edit phases and tasks individually.
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Set dependencies between phases to ensure sequential progress.
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Utilizing Project Tools
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Filter phases by start and end dates.
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Monitor budget and cost for each phase and task.
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Search by time units (days, hours, minutes, months, weeks, years).
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Manage dependencies, zoom in/out, collapse, and expand phases and tasks.
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Finalizing Project Details
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Save changes and exit to view project details.
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Review and track progress within the new project.
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Creating a New Project
Click on "Create Project" in the top right corner.
Click on "Create Project" in the top right corner.
Fill in project details:
-
Project name
-
Site location
-
Budget
-
Start date
-
Estimated end date
-
Project description
Fill in project details:
Project name
Project name
Site location
Site location
Budget
Budget
Start date
Start date
Estimated end date
Estimated end date
Project description
Project description
Navigating the Project Module
Default of five phases and tasks in every project.
Default of five phases and tasks in every project.
Monitor completion percentage, start and end dates, total budget, and total cost.
Monitor completion percentage, start and end dates, total budget, and total cost.
Access files for attachments and sorting/filtering options.
Access files for attachments and sorting/filtering options.
Adjusting Project Settings
Edit project name, budget, total cost, and completion percentage.
Edit project name, budget, total cost, and completion percentage.
Define project categories (e.g., new or upgrade).
Define project categories (e.g., new or upgrade).
Update start date, end date, and completion date.
Update start date, end date, and completion date.
Add project description.
Add project description.
Options to delete, archive, or duplicate projects for recurring projects.
Options to delete, archive, or duplicate projects for recurring projects.
Managing Phases and Tasks
Adjust dates and times by sliding phases and tasks.
Adjust dates and times by sliding phases and tasks.
Edit phases and tasks individually.
Edit phases and tasks individually.
Set dependencies between phases to ensure sequential progress.
Set dependencies between phases to ensure sequential progress.
Utilizing Project Tools
Filter phases by start and end dates.
Filter phases by start and end dates.
Monitor budget and cost for each phase and task.
Monitor budget and cost for each phase and task.
Search by time units (days, hours, minutes, months, weeks, years).
Search by time units (days, hours, minutes, months, weeks, years).
Manage dependencies, zoom in/out, collapse, and expand phases and tasks.
Manage dependencies, zoom in/out, collapse, and expand phases and tasks.
Finalizing Project Details
Save changes and exit to view project details.
Save changes and exit to view project details.
Review and track progress within the new project.
Review and track progress within the new project.