Create a new project in Heeros PSA

Learn how to create new projects, manage won deals and add project details to the project card.

Content

Description

Heeros PSA's project management system allows you to create new external and internal projects and manage won deals effortlessly. Adding a new project is possible from several different places in Heeros PSA.

Projects- Won deals, new projects and internal projects

You can add billable and non-billable projects in Heeros PSA and view and process them from the project card.

Visit our Projects and Won Deals page to read more.

Create a new project

You have several options to create a new project in Heeros PSA.

Option 1. From the Projects page

1. Choose Projects from the sidebar
2. Click the + Add Project button in the project list
   

3. Fill in the project information on the project card
   

Option 2. From the List View

1. Choose Projects from the sidebar
2. Click the green + button
   
3. Fill in the project information in the columns
   
4. Save by clicking the green icon at the beginning of the line

Option 3. From the Kanban view

Projects > All > View: Kanban

1. Select projects Kanban view
   
2. Select the funnel/pipeline for which you want to add a new project
3. Click Add project at the bottom of the stage if you want to add a new project to that stage.
   
   
   
4. Fill in the project information on the project card
5. Click Save

The project is saved on the funnel stage from which it was added. You can change the stage when editing project.

Define e.g. project invoicing details, project team members and customer contact persons from the Project Overview.