Creating a Project

Learn how to create and organize a new project inside Indema.

Written By Gemma DeMasi

Last updated About 1 month ago

Overview

Projects are the foundation of operational management inside Indema. Each project centralizes products, notes, invoices, estimates, purchase orders, timelogs, and collaboration into a single workspace.

How to Create a Project

  1. Navigate to Projects from the left sidebar

  2. Click Add Project

  3. Enter the project information

  4. Assign the client

  5. Configure the project status

  6. Save the project

Once created, the project workspace becomes available immediately.

What Happens After Project Creation

Each project automatically includes:

  • Dashboard

  • Overview

  • Products

  • Notes

  • Invoices

  • Estimates

  • Purchase Orders

  • Timelogs

  • Work in Progress

These areas organize all project-related operations and records.

Best Practices

Use Consistent Naming Conventions

Consistent project naming improves searchability and operational organization.

Example naming structures:

  • Client Name – Residence

  • Project Name – Phase

  • City – Client Name

Configure Statuses Carefully

Statuses help teams understand where a project sits operationally.

Custom statuses should reflect your actual workflow process.

Assign the Correct Client Immediately

Project-linked records rely on the client relationship for operational consistency.

Common Mistakes

  • Creating duplicate projects

  • Using inconsistent project names

  • Leaving statuses undefined

  • Storing project information outside the project workspace

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