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Create a project

From the New Project button to a saved record, including the validation rules.

Before you start#

Before you create your first project, make sure these exist:

  • At least one client — projects can't exist without one.
  • At least one location (office branch).
  • Optionally, a project type with stages, if you want the workflow seeded.

Steps#

  1. Open the new-project dialog

    From the projects page, click "New project". The dialog opens with empty fields.

  2. Pick a project type (optional but recommended)

    Selecting a type at this point seeds the project's stages from the type's template. You can still edit the stages on the project afterwards.

  3. Set the identifier

    Choose a short code that's unique within your company (e.g. `2026-014`). This is what the project will be called everywhere in the UI.

  4. Pick the client, location, and responsible employee

    Client and location are required. The responsible employee is optional but strongly recommended — it's the person the project pings when something needs attention.

  5. Fill in the address and dates

    The site address (not the client's address). A due date is optional; you can also set start/ready/concluded dates as the project progresses.

  6. Save

    On save, Vellum creates the project, applies the project type's stage template if you picked one, and routes you to the project's detail page.

Common issues#

If save fails, the most common reasons are:

  • Identifier already in use. The combination of company + identifier must be unique. Pick a different code.
  • Missing required field. Client and location are required even when the validation message is unclear.
  • Permissions. General users can create projects but cannot edit certain admin-only fields (project type templates).