1
Basic Info
2
Financials
3
Team

Create New Project - Basic Information

Step 1 of 3: Enter the basic project details

A descriptive name for your project
Short identifier (e.g., HSBC-2025-001)
Select the client for this project.
Optional: Assign a Project Manager (Admin or Manager) who will receive notifications about this project
Brief description of the project scope and objectives
*
*
Expected completion date
Search and select applicable tags to categorize this project. Multiple selections are allowed within each category.
🔧 Project Type
🌍 Project Location
📃 Engagement Type
Bidding: Proposal Stage Project
Forecast: At Forecast Stage in CRM
Awarded: Contract signed but not started
In Flight: Active delivery
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