How do I create a project?

How do I create a project?



There are two ways of creating a project in Proprli. Please learn more below.

Option 1: Create a project manually

Step 1: Select the asset where your project is going to take place.

Step 2: Go to the "Projects" tab.

Step 3: Click the button "Create Project."



Step 4: Fill out basic information, such as Project Title and Description, in the sidebar that will appear on the right side of the screen.



Step 5: If ESG-related, check the box "ESG Project" and you’ll be able to select the type of project and where in the building it takes place; you will also have the ability to specify the objectives and the expected lifetime of the improvement, as seen in the screenshot below.



Step 6: Fill out the budget details, including total amount, code, type, GL account, and budget year.



Step 7: Choose the planned start and end dates.



Step 8: Click on "Complete."

Option 2: Create a project based on an existing LTMP

Step 1: Within the asset page, navigate to the tab "LTMP."

Step 2: Open the LTMP you want to create projects about, and select the line items.


Step 3: After selecting the line items, click on Actions and "Create new project from."


Step 4: A message will pop-up, containing how the item columns will be converted into a project. Click on "Ok, continue."


Step 5: Select the correct budget year, and click on "Continue."


Step 6: Before creating the project(s), you will be asked to review the information. If everything is set up correctly, click on "Confirm and create."


Step 7: You'll receive confirmation that the project was created successfully. Once done, the project line item will be available within the "Projects" tab.




If you have any questions, please contact our Support team.

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