Creating a new project

HubSpot Video


Click the + New Project button in the top right of the projects screen after you log in. If you just created an account, you’ll be directed to create your first project automatically.

Add Project Info
Fill in a project name, project status, project type, project location, and the name of your current milestone (i.e 100% Schematic Design). Don’t worry, you can always come back and edit any of these fields if something changes.

Congratulations, you’ve created your project!

Next Step: Now you've created your project, let's upload your Estimate.