{"schema":"exacc.help.page/1","url":"https://exacc.au/help/create-project/","title":"Create a project","description":"Create a project in Exacc for a client: name, type, status, priority, budget, dates, manager and who it is assigned to. Then add its tasks.","category":"Projects","summary":"Open **Business › + Project**, enter the **Name**, choose the **Client** (optional), **Type** and **Manager**, set the **Status**, **Priority**, **Start Date** and **Due Date** and click **Create Project**. Then add tasks (see **Add a task**).","lastVerified":"2026-10-10","apps":["app"],"processIds":[],"start":{"label":"Create a project","url":"https://app.exacc.au/{dbId}/todo/project/new"},"menuPath":["Business","Operations","+ Project"],"before":["Project types and statuses set up (see **Project types and statuses**)."],"steps":[{"step":1,"title":"Fill in the project","body":["Open **Business › + Project**:"],"url":"https://app.exacc.au/{dbId}/todo/project/new","fields":[{"name":"Name","help":"what the project is.","required":true},{"name":"Client","help":"the customer it is for, or none for internal work."},{"name":"Type","help":"the kind of project, e.g. Tax return.","required":true},{"name":"Status and Priority","help":"where it is up to and how urgent."},{"name":"Start Date and Due Date","help":"due is a week from today by default."},{"name":"Manager and Assigned To","help":"who is responsible and who does the work (**Assign to me** for yourself).","required":true},{"name":"Budget, $ and Brief","help":"a budget figure for your reference, and a short description."}],"image":"https://exacc.au/help/create-project/step-1.png"},{"step":2,"title":"Create it","body":["Click **Create Project** (\"Project created successfully\"). On the saved project you can add **Files** and **Project notes** for the team."]}],"sections":[{"heading":"Not available","body":["The budget is a note: Exacc does not compare it with time or costs. There are no milestones, Gantt charts or resource planning."]}],"related":["https://exacc.au/help/add-task/","https://exacc.au/help/manage-projects/","https://exacc.au/help/recurring-projects/","https://exacc.au/help/project-types/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}