---
title: "Creating a Project"
description: "How to create a project"
url: https://support.mosaicapp.com/en/articles/328-creating-a-project
collection: "Getting Started"
updated: 2026-10-29
language: en
---

# Creating a Project

How to create a project

Creating a project is a fundamental step in managing and organizing work within any team or organization. By setting up a project, tasks, resources, and timelines can be structured effectively, ensuring that everyone involved has a clear understanding of the goals, milestones, and responsibilities.

> **Info:** The ability to create new projects is controlled by permission settings. Once granted, users with the "Work Planner > Can Edit" permission, in either the Project Member or Project Manager role, will be able to create projects within any public portfolio.

### Create a Project From Any Page

1.  On any page, click the "+" in the top right-hand corner, and click "New Project".
    
    ![](https://staticfiles.gleap.io/ghelparticle/mprlvnErMhin1pHr61g40TIAFFJuevFaEXK5xUlf5r92GAARStBibIOFBro9H1vjoaNLvbawd9s.png)
2.  Select the Portfolio the Project will live in (or create a New Portfolio).
    
    > **Warning:** This step will be skipped if you are already on a project page. The new project will have the same portfolio as the current project that you are on, but you can always select a different portfolio.
    
    ![](https://staticfiles.gleap.io/ghelparticle/9JcDnLJAX2Lq9b9KHjDixOzupfU665aWMZeNkdHuAqfLeP80U15PMyyJ6D7hjBEE3GdyLtBLxjS.png)
3.  Enter the Project Title, Description, Client, Project ID/Number, and set project status (default is Active). Click the checkbox if the project is billable.
    
    > **Info:** Only the Project Title is required to create the project; other information can be added or updated later.
    
    ![](https://staticfiles.gleap.io/ghelparticle/7EtzNSKtDUNlQIcMXZKQOKXMaxrnpku6zxMeI3TN8kyNCaA3hJaaMIw5vA7n2lvVwQGlCJFG0O4.png)
    

### Creating a Project in a Portfolio

You can also create new Projects directly in the Portfolio. Just click the **New Project** button and fill out the Project information on the create Modal.

> **Error:** In one Portfolio, 2 Projects with the same name and same project number are not allowed.

![](https://staticfiles.gleap.io/ghelparticle/EHNcg0MGsR8lqaRNw9qcE2JREa1cAdOHXtJVsqxRKdfh3yz3osQTqQwPJNymIjDIDfFvUVNXrYc.png)

![](https://staticfiles.gleap.io/ghelparticle/06AfQKofPU4zYXwrYn7AJyb8tBHbOCER86CTYWUd1Mc2DAxz3cyIG1vAQGOui84zUpPImgF7mDa.png)

> **Warning:** When creating a Project, the default **Phase** status is determined by the Project’s overall status. If the Project status is set to **Proposal**, the Phase status will default to **Not Started**; otherwise, the Phase will inherit the same status as the Project.

![](https://staticfiles.gleap.io/ghelparticle/SSWkAEuv0VIljYj1JgHyVjxCUiL2NEI5d4F5bn3uDiooRUh258svMZWo17CLwk2z8PUyY9gpzhw.png)