> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/getting-started/create-a-project.md).
# Create a Project
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**What will be completed**
* Create a new Project in Transform
* Configure basic project settings
* Use the project setup wizard
* Open the Project dashboard
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**At a glance**
* **Time:** \~5 minutes
* **Access:** project creation permission\
See [Understanding Access Levels](/organizations-and-projects/understanding-access-levels.md)
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### Overview
Projects are the delivery containers for transformation work. Projects hold requirements, tasks, tests, and artifacts.
### Key Concepts
* **Organization**: container that holds Projects
* **Project status**: lifecycle state for visibility and reporting
* **Template Project**: optional starting configuration copied from a standard Project
### How It’s Used
Create a Project at the start of an initiative. Use a Template Project when standard defaults are required.
### Benefits
* Clean separation of work by initiative
* Consistent reporting and governance within an Organization
* Faster setup through templates (when enabled)
### Setup Steps
#### 1) Open Project creation
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If **New Project** is not available, Project creation access is missing. Review [Understanding Access Levels](/organizations-and-projects/understanding-access-levels.md) or request access from an Admin.
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To start creating a Project:
* Sign in to Transform
* Navigate to the Organization
* Click the **New Project** (or **Add Project**) button
The Add Project form will open.
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#### 2) Enter Project information
Provide basic details about the Project.
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To add Project details:
* Enter a **Project Name** (required)
* Use a clear, descriptive name
* For example: `{Organization} {initiative}`
* Add a **Project Description** (optional)
* Brief overview of the Project scope
* Include key objectives or deliverables
* Select a **Status** from the dropdown (defaults to **Not Started**)
Tip: Include stable context such as an Organization name or initiative name.
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#### 3) Set Project timeline
Define when the Project starts and ends.
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To set Project dates:
* Click the **Start Date** dropdown
* Select when the Project begins
* Click the **End Date** dropdown
* Select the expected completion date
Tip: Accurate dates improve capacity planning and reporting.
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#### 4) Select Template Project (optional)
Copy a template to save setup time (if templates are available in the Organization).
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To use a template:
* Click the **Template Project** dropdown
* Select a template (if available)
What gets copied from templates:
* Project structure and organization
* Custom fields and settings
* Standard workflows
Leave this blank to start from scratch.
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#### 5) Create the Project
Review entries and create the Project.
* Review the entered information.
* Click **Submit**.
#### After creation
After creation, the Project opens automatically.
Expected results:
* Project name in the header
* Project status indicator
* Empty work area ready for requirements and tasks
* Left navigation for Project sections
### Best Practices
* Establish naming conventions before creating many Projects.
* Set start and end dates early for reporting consistency.
* Use templates for repeatable governance patterns.
#### Troubleshooting
New Project button is not available
* Confirm Project creation permission exists in the Organization.
* See [Understanding Access Levels](/organizations-and-projects/understanding-access-levels.md)
* Request Project creation access from an Admin.
Project creation form cannot be submitted
* Confirm **Project Name** is filled (required).
* Confirm end date is after start date.
* Confirm all required fields are complete.
Project details are incorrect after creation
* Edit Project settings after creation.
* Update name, dates, and other fields in Project details.
### Summary
Next steps:
* [Create and Assign Tasks](/transformations/create-and-assign-tasks.md)
* [Add Teammates](/organizations-and-projects/add-teammates.md)
* [Project Settings and Configuration](/organizations-and-projects/project-settings-and-configuration.md)
Support:
* [Contact Support](/resources/contact-support.md)
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