Costblok - Create New Project

This tutorial will help you create your first project on Costblok.

Watch the guide

11 steps

a month ago

1
Hello, and welcome to this tutorial where we'll show you how to create your first project.
Hello, and welcome to this tutorial where we'll show you how to create your first project.
2
To create a new project, click on the "New Project" button on your dashboard page.
To create a new project, click on the "New Project" button on your dashboard page.
3
At the top you'll see three tabs to fill in the relevant information: Project Data, Client Data, and Project Team.
At the top you'll see three tabs to fill in the relevant information: Project Data, Client Data, and Project Team.
4
Under the Project Data tab, fill in your Project Details, Project Address, and General Information - like country, currency and tax.
Under the Project Data tab, fill in your Project Details, Project Address, and General Information - like country, currency and tax.
5
Include the relevant dates for your project under the programme section so that the necessary durations are calculated.
Include the relevant dates for your project under the programme section so that the necessary durations are calculated.
6
Under Client Data, enter the client’s personal details, company details and address information here. Then click "Save".
Under Client Data, enter the client’s personal details, company details and address information here. Then click "Save".
7
You can also search for existing clients you've previously added to Costblok.
You can also search for existing clients you've previously added to Costblok.
8
Finally, in the Project Team tab, you can invite team members by entering their email addresses. 
Finally, in the Project Team tab, you can invite team members by entering their email addresses. 
9
Internal team members will have the same permissions as you to make changes to the project.
Internal team members will have the same permissions as you to make changes to the project.
10
External project team members will have more limited access permissions.
External project team members will have more limited access permissions.
11
You’ve successfully created your first project on Costblok. In the next tutorial, we’ll dive into using the Feasibility Builder. Thank you for watching, and we’ll see you in the next video.
You’ve successfully created your first project on Costblok. In the next tutorial, we’ll dive into using the Feasibility Builder. Thank you for watching, and we’ll see you in the next video.