Add a project

You can create a new project in a few simple steps, when you have the correct user permissions.

Subscription

Access can vary depending on your organization's subscriptions and your permissions to features.

Subscribe to the Projects application to enable Project Costing. Timesheets are available with a subscription to Time and Expenses. You must have the Time application to approve timesheets.

Regional availability

All regions

User type

Business

Construction Manager

Project Manager
Permissions

Projects: List, View, Add, Edit

Users must have permission to access to the data contained in the project.

Before you begin

Before you start to create a new project, you must first Configure Projects

You can choose to duplicate an existing project. All project information including tasks, estimated and planned hours, and resource schedules, are duplicated. When you duplicate a project with attachments, the duplicated project maintains the connection to the attachments. Duplicated tasks don't maintain the attachment connection, however. In this way, you avoid having to clear irrelevant tasks.

Create a new project

The enhanced list for this area of Intacct supports CSV and Import service imports. Open the Import dropdown to choose the option that best fits your needs.

  1. Go to Projects > All > Projects.
  2. In the upper right corner of the window, select Add.

  3. On the Purchasing Commitments tab, enable Show all to list all orders for each subproject of the root project.

    Construction subscription is needed. To enable a Construction subscription, contact your Sage Intacct account manager. Regional support for Construction is limited to the United States, Canada, Australia, and the United Kingdom.

  4. Complete the fields on each tab. For more information, see Field descriptions: Project information.

  5. Save the project.

  1. Go to Projects > All > Projects.
  2. In the upper right corner of the window, select +Create.

  3. On the Purchasing Commitments tab, enable Show all to list all orders for each subproject of the root project.

    Construction subscription is needed. To enable a Construction subscription, contact your Sage Intacct account manager. Regional support for Construction is limited to the United States, Canada, Australia, and the United Kingdom.

  4. Complete the fields on each tab. For more information, see Field descriptions: Project information.

  5. Save the project.