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This guide walks you through essential project operations: creating a new project, joining an existing project via invite, inviting team members, and switching active project views.

1. How to Create a Project

1

Open Projects Menu

Click the project selector at the top left of your navigation bar and select + Create New Project.
Project Creation Button

Screenshot: Project Creation Button in Header

2

Fill Out Project Information

In the project creation modal, enter:
  • Project Name (e.g. Skyline Commercial Tower)
  • Project Code / ID (e.g. PRJ-2026-004)
  • Start Date & Expected Completion Date
  • Initial Target Budget
Project Creation Modal

Screenshot: Project Creation Modal

3

Save & Launch

Click Create Project. The new project dashboard will open immediately.

2. How to Join a Project

If an administrator has invited you or sent you a project access code:
1

Click Join Project

From your main project list, click Join Project.
2

Enter Invitation Code or Link

Paste the project invitation code or click the direct link provided in your email.
Join Project Modal

Screenshot: Join Project Modal

3

Confirm Access

Click Join Workspace. The project will now appear in your project list.

3. How to Invite Members to a Project

1

Navigate to Project Members

Inside your active project, open Settings -> Members & Team.
Project Member Management Page

Screenshot: Project Member Management Page

2

Click Invite Member

Click the + Invite Member button.
3

Enter Email & Select Role

Type the invitee’s email address and assign their role (Project Manager, Member, or Auditor).
Invite Member Modal

Screenshot: Invite Member Modal

4

Send Invitation

Click Send Invitation. The user will receive an automated invitation email.

4. How to Switch Between Projects

If you belong to multiple projects, you can switch contexts instantly without logging out.
1

Click Project Dropdown

Click the active project name in the top left header bar.
Project Switcher Dropdown Menu

Screenshot: Project Switcher Dropdown Menu

2

Select Target Project

Click any project from the list to switch your active workspace immediately.