Creating a New Project

Learn how to create and set up a new project in ANTE.

Who Can Create Projects?

You need one of these roles:

• Project Manager
• Administrator
• Operations Manager

Don't have permission? Contact your administrator.

Creating Your First Project

Step 1: Navigate to Projects

1. Click Projects in the left sidebar
2. You'll see the projects list page

Step 2: Start New Project

Click the + New Project button (green button in the top right corner)

Step 3: Fill in Basic Information

Project Details Section

Fill in these required fields (marked with red asterisk *):

Project Name*

• Enter a clear, descriptive name
• Example: "Metro Station Construction - Phase 2"
• Maximum 100 characters

Project Code*

• Enter a unique identifier
• Example: "PROJ-2024-001"
• This cannot be changed later

Client/Customer*

• Select from the dropdown list
• Start typing to search
• If client isn't listed, ask administrator to add them

Project Type*

• Choose the category that best fits:
  • Construction
  • Maintenance
  • Consulting
  • Installation
  • Other

Step 4: Set Timeline

Start Date*

• Click the calendar icon
• Select the project start date
• Cannot be in the past

End Date*

• Click the calendar icon
• Select expected completion date
• Must be after start date

Duration

• Automatically calculated
• Shows total days between start and end

Step 5: Budget Information

Total Budget*

• Enter the approved budget amount
• Use numbers only (system adds currency)
• Example: 1000000.00

Budget Warning Threshold

• Set percentage for alerts (optional)
• Default is 80%
• You'll get notified when spending reaches this level

Step 6: Assign Team

Project Manager*

• Select from employee dropdown
• This person will receive all project notifications
• Can be changed later if needed

Team Members

• Click "Add Team Member"
• Search and select employees
• Assign their role in the project
• Set their access level:
  • View Only
  • Edit
  • Full Access

Step 7: Additional Settings

Project Description

• Add detailed information about the project
• Include objectives and scope
• Maximum 5000 characters

Priority Level

• Select: Low, Medium, High, or Critical
• Affects dashboard display order

Project Status

• New projects start as "Draft"
• Options:
  • Draft (can be edited freely)
  • Active (project is ongoing)
  • On Hold (temporarily paused)
  • Completed (finished)
  • Cancelled (terminated)

Tags (Optional)

• Add keywords for easier searching
• Separate multiple tags with commas
• Example: "urgent, government, infrastructure"

Step 8: Save the Project

Review Your Information

• Check all fields for accuracy
• Required fields must be filled

Save Options:

1. Save as Draft - Save and continue editing later
2. Save and Activate - Save and start the project immediately
3. Cancel - Discard all changes

Click your preferred option.

After Creating the Project

Once saved, you'll be redirected to the project details page where you can:

• Add tasks and milestones
• Upload documents
• Set up the project calendar
• Configure notifications
• Add more team members

Common Questions

Can I edit the project after creating it?

• Draft Status: All fields can be edited
• Active Status: Limited editing (requires approval)
• Completed Status: No editing allowed

What if my client isn't in the list?

Only administrators can add new clients. Contact your admin with:

• Client company name
• Contact person
• Contact details

Can I duplicate an existing project?

Yes! Find a similar project and:

1. Click the three dots menu (⋮)
2. Select "Duplicate Project"
3. Update the details as needed
4. Save as new project

How do I delete a project?

• Only administrators can delete projects
• Projects with transactions cannot be deleted
• Consider marking as "Cancelled" instead

Tips for Success

✅ DO:

• Use clear, descriptive project names
• Set realistic timelines
• Add all team members from the start
• Include detailed descriptions
• Set up budget alerts

❌ DON'T:

• Use special characters in project codes
• Set end dates without buffer time
• Leave budget fields at zero
• Forget to assign a project manager

Need Help?

• Video Tutorial: Watch how to create a project
• Related Topics:
  • Managing Project Tasks
  • Project Reports
  • Project Settings
• Support: Contact your system administrator

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📌 Remember: You can always save as draft and complete the information later!