How to create a new project

This article shows how to create a new project and edit the basic settings.

Table of contents

  1. Setting up a new project
  2. Adding groups and users

Setting up a new project

Most of our users get started with a Dalux consultant.

If you are an administrator with a company license and the correct rights, you can create new projects. If this is not possible for you, please contact your consultant.

The video below will explain how to start a new project, and how to add general project information.

Important!

To create new projects, you must have both company administrator privileges and a company profile. If you do not have a company profile, you need to contact your Dalux consultant to start a new project. They will create the project for you, and you will receive an email based on your order with an invitation to the project.

Create a project

To start a new project:

Click on the project name in the top bar New project.

If you have different company profiles, they can be selected when creating a new project.

Enter information about the project in the new window. Note that some data is required. These settings can be changed once the project has been created.

Add additional information

After creating the project, you can add more information to it. This is done in:

Settings Project setup 'Project data'.

Here you can edit and add more project information.

With the project created and the basic information added, the rest of the project can be set up.

The recommended next step is to look at users and user groups.

Adding groups and users

More info

You can read more about adding and managing users and user groups in this article: How to set up User groups

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