Create a project

A project in Bulk groups related tasks (individual units of work) into a single board for one plant (a manufacturing site, called an entity in Bulk). Creating a project gives a piece of work its own board, its own schedule, and its own set of members, so the right people see the right tasks.

Create a project whenever you start a distinct body of work — an SQDCP action board, a machine overhaul, an audit-prep checklist, or any standing list of tasks you want to track together. Everyone you add as a member can find the board, and the project keeps its tasks, lead, and history in one place.

Before you startCopy Anchor Link

• You need permission to create projects. Creating a project requires the Create projects permission. In Bulk's default roles this is granted to Super user, Entity admin, and Manager. An Operator can open and view projects but cannot create them. The page shows New Project on Active when you have projects.create; Bulk checks the permission again when you save. Ask a workspace administrator to check your role if you are unsure. See Roles and permissions.
• Pick the right plant first. A project belongs to the plant (entity) you currently have selected, and it is created there. If you manage more than one plant, switch to the plant you want before you create the project — a project cannot be moved to another plant afterward.
• There is no project limit. A workspace can create as many projects as it needs.

Create a projectCopy Anchor Link

1. Open Tasks → Projects from the main navigation. This opens the Projects page for your selected plant.
2. Make sure the Active tab is selected. The New Project button appears in the page header while you are on the Active tab. It is hidden on the Archived tab, which is only for reviewing and restoring closed projects.
3. Select New Project. The Create Project dialog opens with the prompt "Create a new project to organize your tasks."

4. Fill in the dialog fields:
   • Name (required) — the project's name, shown everywhere the project appears. A project must have a name; you cannot save without one, and the name can be up to 255 characters.
   • Description (optional) — a short explanation of what the project covers. Leave it blank if you do not need one.
   • Status — choose Backlog, Planned, In Progress, Completed, or Cancelled.
   • Start date and Target date (optional) — set the planning window. The target date must be on or after the start date.
   • Icon — choose the icon shown next to the project name. The standard folder icon is selected initially.
   • Folder — choose a project folder, or keep Root (no folder).
   • Members — search for the people working on the project. The creator is also added automatically as the lead and a member.
5. Select Create Project. The button shows Creating... while Bulk saves the project.

What happens after you create a projectCopy Anchor Link

• Bulk shows a confirmation message — Project "<name>" created — and the dialog closes.
• The new project appears as a row on the Active sheet, and the Active count badge rises by one.
• Bulk assigns the project a code automatically, in the form PRJ-001, PRJ-002, and so on. The code is unique within the plant, so you can later find a project by its name, its description, or this code from the search box.
• You are the project's lead and a member. You can update project properties and members later.

The project is created empty. Open it to add tasks, and use its settings to define custom fields — see Work with project task views and Update project settings.

Example: coolant improvements in GothamCopy Anchor Link

Bruce Wayne is planning Coolant Filtration Upgrade at Gotham Applied Sciences. He opens Tasks → Projects, selects New Project, and adds a short description covering coolant filtration and quality checks.

He chooses Planned, sets October 6, 2026 as the start and October 16, 2026 as the target, keeps the standard folder icon, and selects Machining Reliability as the folder. Bruce is the selected member.

After Create Project finishes, the project appears under Machining Reliability on the Active sheet. Bruce can open it to add the review tasks.

Expected resultCopy Anchor Link

• A new project row is on the Active tab for the selected plant, and the Active count reflects it.
• The project has the name, optional description, status, dates, icon and folder you set, plus an automatically assigned PRJ-### code.
• You are the lead and a member; any members you added are included too.
• The project starts with no tasks, ready for you to build out its board.

Limitations and feature stateCopy Anchor Link

Creating projects is a generally available feature. Note the following verified behaviors:

• A project belongs to one plant. It is created in the plant you have selected and cannot be moved to another plant afterward. Select the correct plant before creating.
• The creator is added as lead and member. The create form does not set a different lead. Project properties can be updated after creation.
• The project code is automatic and read-only. Bulk assigns the next PRJ-### value for the plant; you cannot choose or change it.
• New projects start empty. Tasks and custom fields are added after creation, not in the create dialog.

TroubleshootingCopy Anchor Link

• You do not see the New Project button. You are on the Archived tab, where the button is hidden. Switch to the Active tab to create a project.
• Create Project shows a permission error. Creating requires the Create projects permission. Bulk checks it when saving; ask an administrator to confirm your role.
• Create Project will not save and the Name field shows an error. The name is required; the field displays Project name is required until you enter one. Add a name, then select Create Project again.

Related guidanceCopy Anchor Link

• Projects overview
• Update project settings
• Work with project task views
• Archive a project
• Create a task
• Roles and permissions