> 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/tutorial-creating-an-organization-and-project.md).

# Tutorial: Creating an Organization and Project

### Overview

Organizations separate work by client, department, or business unit.

Projects contain delivery work for one transformation initiative.

### Key Concepts

* **Organization**: top-level client or department container
* **Project**: delivery container inside an Organization
* **Scope**: current Account → Organization → Project context

### How It’s Used

Use this tutorial during initial rollout.

Use this tutorial when onboarding a new Organization.

### Benefits

* Clear separation of work across organizations
* Cleaner access control by scope
* Faster navigation with fewer “wrong project” edits

### Setup Steps

{% stepper %}
{% step %}

### Create an Organization

1. Navigate to **Organizations**.
2. Select **New organization**.
3. Enter an Organization name.
4. Select **Create**.

Related: [Create an Organization](/organizations-and-projects/create-an-organization.md)
{% endstep %}

{% step %}

### Create a Project

1. Open the Organization.
2. Select **New project** (or **Add project**).
3. Enter a Project name.
4. Select **Create**.

Related: [Create a Project](/getting-started/create-a-project.md)
{% endstep %}

{% step %}

### Confirm scope and navigation

1. Open the Project.
2. Confirm breadcrumbs show the correct Organization and Project.
3. Use left navigation to open **Requirements** and **Tasks**.

Related: [Understanding the Interface](/getting-started/understanding-the-interface.md)
{% endstep %}
{% endstepper %}

### Best Practices

* Use one Organization per client or department.
* Establish a Project naming convention early.
* Invite Teammates at the lowest scope that works.

### Summary

Next actions:

* [Add Teammates](/organizations-and-projects/add-teammates.md)
* [Understanding Access Levels](/organizations-and-projects/understanding-access-levels.md)
* [Blueprint Fundamentals](/blueprints/blueprint-fundamentals.md)


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