Creating a Project

Projects define delivery scope. Every site, survey, and report should live in the right project from day one.

Build the project record

1. Open Projects and choose Create project.
2. Add project name and summary.
3. Set focus and reporting context.
4. Save and open the project dashboard.

Project setup standards

• Name projects with place and cycle year
• Keep one clear objective per project
• Separate pilot and production programs
• Confirm data visibility rules with partners

Related pages

• Creating a site
• Creating a survey plan