Create a new Project
In EMDESK, projects are created and managed within the Workplan section. Each project serves as a container for related activities, deliverables, and milestones.
💡 Note:
To create a project, you must:
- Have Manage rights for the Workplan (see Roles, access levels, and access rights)
- Ensure the current plan version is in Edit mode (see Manage workspace plan versions)
Follow the instructions below on how to create a project.
- Click Workplan in the main menu.
- At the bottom of the Workplan section, click + Add Project. The sidebar for the new project opens on the right.
- In the sidebar, set the following properties:
- Name (required): A name is suggested (for example Project F); click it at the top and enter the name of your project.
- Select Assignees (optional): Use the dropdown to assign one or more users to the project.
- ID: An ID is generated automatically. You can:
- Customize the ID format under Customisation settings
- Manually override the default by clicking the Edit icon and entering your preferred ID
- Description (optional): Provide a summary of the project.
- Objectives (optional): Describe the goals of the project.
- Predecessors (optional): Select other projects, activities, or events that must be completed before this project can begin.
- Lead. Participant (optional): Assign the participant responsible for the project. Click Add lead participants to add up to 3 lead participants.
- Further Participants (optional): Add additional participants involved in the project.
- Activity Type: Select the appropriate type from the dropdown. These types come from the workspace template; click Customize activity types to change them.
- Start Date: Choose the planned start date of the project.
- Duration: Set the initial duration.
⏱️ Note: When you add activities to the project, its duration automatically updates to span from the start of the earliest activity to the end of the latest one. If you change the start date of a project later, all its activities move with it (see Update and move projects).
- Tags (optional): Add tags to help categorize and filter projects.
- Completion: Shown once the project has been saved. The progress bar updates automatically from the status updates reported for the project or its activities.
- Enable Update Reporting: Toggle this on/off to activate status reporting at project level.
💡 Tip: To insert the project at a specific position in the Workplan, click its ID with the arrow icon in the path at the top of the sidebar (for example Project F). A list of all projects opens; click the line where the project should be placed. This requires that other projects already exist.
If no position is specified, the new project will be added to the end of the Workplan.
- Click Save at the bottom of the sidebar. The project will be added to the Workplan in the selected position.
⚠️ Note:
If the project is inserted at a position other than last, the ID numbers of following projects will be updated accordingly.
Next steps
- As a next step, we recommend to create a first activity.
- First project? Get to know EMDESK by following our onboarding tutorials and help articles here in the Get started category.