Create a project

Projects are the foundation of Foreman. Every budget, record, schedule, and file belongs to one. Enter your project details in the Create Project form, and Foreman attaches a starter budget when you create it.

Create a project

1. From the sidebar, click Projects.
2. Click Add Project in the top-right of the board.
3. In Create Project, enter a Title. You can also choose a contact, enter an address, set the price type, project type and group, and add notes. These are the same fields used when editing a project.
4. Click Create. Foreman creates the project and opens its first accessible tab. Closing the form before clicking Create leaves no new project behind.

Edit the project details later

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.