Skip to content
Contact us
  • There are no suggestions because the search field is empty.

Creating a New Project

Setting up your project in SmartPM starts with importing your baseline schedule.Whether you’re setting up a new project or adding additional milestones later, SmartPM makes it easy to ensure your schedule is ready for analysis and monitoring from day one.

Import your Baseline Schedule

  1. Navigate to the Project List and click “+ Add Project”. 
  2. Fill in the project details including
  3. Project Name: Something unique to that project
    1. Project Source: Choose the file type of the schedule set you will be importing. (Keep in mind all schedules imported into the project must be the same type)
    2. Country and Postal Code: Update the city and state to assist with geo-coding.
  5. Click Next
  6. If your organization has Metadata fields set up, you will be asked to assign them to the project you are creating, and click next. 
  7. Under Upload Schedule, upload your baseline schedule by dragging and dropping or clicking on the upload button and navigating to the schedule
    1. Baseline schedules should be uploaded independently
  8. If necessary, enter a contractual end date and/or the hit rate goal
  9. Click Next to continue.
  10. Once your schedule processes, click Next.
  11. Finally, select the activities and milestones you wish to track for that specific project. You can search using the search function or filter using the dropdown to find specific activities and milestones. Once selected, click Create Project.