ForemanFOREMAN

Create a project

Add a new project to Foreman — it comes with a starter budget already attached, ready for you to fill in.

Projects are the foundation of Foreman — every budget, record, schedule, and file belongs to one. Creating a project takes a single click, and Foreman attaches a starter budget to it automatically so you can begin estimating right away.

Create a project

  1. From the sidebar, click Projects.
  2. Click Add Project in the top-right of the board.
  3. Foreman creates the project and drops you on it in rename mode — type the project name and press Enter.

Note

Every new project is created together with a starter budget in the same step. You never have to set up the budget separately — open the project's Budget tab and start adding sections and line items.

Fill in the project details

To add a contact, address, and other details, open the Edit Project form:

  1. On the project board, hover the project's card and click the pencil that appears — or open the project and click the pencil in the top-right corner of the site map on its Dashboard tab.
  2. Set the Title (required).
  3. Pick a Contact — search an existing client or vendor, or create a new one inline.
  4. Enter the Address (start typing to autocomplete).
  5. Choose a Price Type — Fixed-Price (a contract price) or Cost-Plus (bill costs plus margin).
  6. Choose a Project Type (Residential, Commercial, or Multi-Family) and a Group.
  7. Add Notes if you'd like.
  8. Click Save.

Note

Selecting a contact auto-fills the project address from that contact's address — you can edit it afterward.

Don’t see this?

If you don't see Add Project, your role may not allow creating projects. Ask your organization owner to grant project access.
NextThe project dashboard