Create a new project with Fusion Online

Projects contain tasks and endpoints and are used for analysis and execution. Follow these steps to create a project and get started.

Step 1: Start creating a project

  1. Click the Create button in the application header and choose Project, or click the + create new project link at the top of any project view.

  2. This will open the Project Details view, where you can begin entering information about your new project.

Step 2: Specify required fields

In the Project Details view, provide the following information:

  • Project Name: Choose a clear, descriptive name for your project. This field is required and must be unique across the system.

  • Organization: The organization to which the project belongs..

Step 3: Add additional information (optional)

Fill in optional fields to provide more context. For example:

  • Badge: Assign a badge color to the project, making it easier to distinguish in list views.

  • Description: Add a detailed description if needed.

  • Start Date: Specify the date the project will begin.

  • Project Managers: Assign one or more users to oversee the project. These users will have update permissions for the project.

Step 4: Save and find your project

Once you’ve entered all necessary information, click the Save button to create the project. You can enter the project abbreviation or name in the global search at the top of the app to find the project again. The project will also appear in your project views based on the configured filters.

Next Steps

After creating a project, you can:

  • Add tasks, endpoints, and resources to the project.

  • Schedule the project.

  • Monitor project progress and make updates as work progresses.

See also

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