Create a new project in CxPlanner
Overview: create a new project
Creating a project from Projects opens a dedicated workspace for checklists, planning, and documentation, which is used when onboarding a new job, building, or handover.
To reuse an existing structure, see Cloning a project. For project types, see Project introduction.
- Your role must be Company Admin or company Manager.
- You can find the menu at Projects - Create project.
- This adds a new project to your project list with its own users, modules, and data.
How to create a new project
- Navigate to Projects in the left-hand sidebar.
- Click Create project at the top.
- Fill in the required project details (name, date, language, and related fields).
- Select the modules and plugins you want to activate for the project.
- Save to create the project.
Video guide: creating and setting up a new project
Results: new project
- The project appears in the project list
- Selected modules and plugins are active for that project
- Each project has its own user permissions and data
Troubleshooting: create a new project
Problem | Cause | Solution |
|---|---|---|
Cannot see Create project or Add Project | Company role cannot create projects | Ask a Company Admin to create the project or raise your company role |
Project does not appear in the list | Page not refreshed, or a filter is hiding it | Refresh the page and clear project list filters |
Updated on: 07/26/2026
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