Create a project

Before you start

Before you create your first project, make sure these are in place:

• At least one client — there are no projects without a client.
• At least one office (the company starts with one).
• A project type, if you want to track the project's stages.

Steps

1. Open the new-project form

   On the Projects page, click "Add New Project".

2. Pick a project type (recommended)

   The type defines the stages the project can go through and the expected duration of each. Without a type the project is still valid, but it has no stages to track.

3. Set the identifier

   Choose a short code that's unique within your company (for example, 2026-014). It's the name the project will go by everywhere.

4. Pick the client, location, and responsible employee

   Client and location are required. The responsible employee is optional, but worth setting — 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, and concluded dates as the project progresses.

6. Save

   When you save, Vellum creates the project with the New status and adds it to the project list.

Common issues

If save fails, the most common reasons are:

• Identifier already in use. Company + identifier must be unique. Pick another code.
• Missing required field. Client and office are required.
• Plan limit. On the Free plan you can have up to 3 projects, and concluded ones count too. For more, switch to Core or Professional.