Home > SI Documentation (v14) > User Guide > Projects > Project Explorer > Creating Projects > New Project Wizard

New Project Wizard



The only two required fields to be able to save a Project are the Client and Project Name but you will likely want to add more information than that. All of the fields below can be later added/edited for a Project via the Project Information interface or via the Settings dropdown within a Project.



Open the Project Explorer:


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Click Create>New:


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This will open the New Project Wizard:

Step 1


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Here you can select an existing client from the list or you can click the [Create Client] button to create a New Client from scratch, import from Outlook, or import from QuickBooks. If you type in a new Client name, you will be prompted to create a Client. This is a required field.

Project Name

The Project name will print on most reports in SI. This is a required field.

Client Number

This field can be filled in if you want to add a client number, e.g. - an identifier for the client from your accounting software.

Client PO Number

This field is optional but here you can enter the PO Number you received from your client when they sign off on the Project. This field will transfer to a QuickBooks Estimate, or if entered on the Create QuickBooks Estimate dialog it will auto-populate this field. 

Project Number

This will auto-populate once the Project has been saved based on your Project Number Format settings. You can also manually type any number you wish in this field.


Set a Status for the Project. This will be updated throughout the Project life cycle.

Assigned To

The user you are logged in as will automatically populate this field. This field can used to limit access to a Project based on other User's Permissions.

Sales Rep

Here you can assign a sales rep from your list of Resources.

Project Manager

Here you can assign a project manager from your list of Resources.


Here you can assign a designer from your list of Resources.

Estimated/Actual Close Date

Here you can enter an estimated close date for an opportunity (Project not yet won) and actual close date if desired.

Start/End Date

Enter the Start Date if you know it at this point in time.

Product Price Type

This defaults to Price Type "A", or to whatever you have renamed this to under Product Price Types. Change if desired.


Enter a budget for the Project if desired. This field will automatically populate when a Project is created from a Mobile Quote.


Here you can choose a currency for the Project if you have enabled Multiple Currencies.


You can also choose to create the Project from a template:


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Step 2


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If a Primary Contact is associated with the Client, their information will be pre-filled in here. Enter any additional Contacts to the Project, e.g. Spouse, Contractor, Builder, Architect, etc.. Use the New button to add a New or Existing Contact, or you can import from Outlook.


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This list can be printed via the Project Contact Information report.

Step 3


Enter/edit the Site Address and Billing Address (if needed). The Site Address is used on reporting.


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Step 4


Choose your Taxes for the Project. See Tax Settings.


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You also have the option to look up your taxes through Avalara based on either the Site Address or the Billing Address for the Project.


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When you click this link the following dialog will open allowing you to choose which address you want to search for and also an option to validate the address through Avalara.


Note: This lookup only works for US addresses.


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If you click the Validate button, you will then have the option of using the validated address or using the original address:


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Once you choose and address, taxes will be returned:


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Here you have the option to add the tax to the Project for Products, Labor, or both. You also will have the option of adding the taxes as a Tax Group or as a single Tax. You can rename the Tax Group or Tax prior to clicking Finish.


You also have the option of enabling Avalara Tax Integration for additional tax lookup functionality.

Step 5


Assign any Resources to the Project. See Users/Resources.


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Your User/Resource information will automatically be populated and you can use the Assign]button to add additional Resources. Resources are not required and can be added later.

Step 6


Enter a scope of work for the Project if needed. You can manually type in this field, paste text into this field, or use Snippets that you have created, see Snippets. All text entered into this field will be unformatted as this is a database field. If you wish to have a Rich Text Format (RTF) formatted Scope of Work, you will need to do this from within the Project once the Project has been saved. See Scope of Work. This can printed via the Scope of Work Document report.


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Step 7


Enter any Locations for the Project. You can add Locations via the Add button if you want to choose from the list of Locations from your Control Panel or you can click the New button if you want to manually type the names.


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Step 8


Enter any Systems for the Project. You can add Systems via the [Add] button if you want to choose from the list of Systems from your Control Panel or you can click the [New] button if you want to manually type the names.

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Step 9


Here you can modify the contract percentages. See Payment Terms.


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Step 10


If needed, enter any other information in the Custom Fields that you have defined. See Custom Fields.


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When finished entering your Project information, click the [Save] button. The Project file will automatically open in the Project Editor interface.

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