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  3. Getting Started for Project Admins

1. Navigating Join and Creating a Project

Getting Started for Project Admins

If you're creating projects in Join, here is everything you need to get your project up and running.

Select a section below and scroll down to see the related information.

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1. Navigating Join and
Creating a  Project

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2. Importing Baseline
Estimates and Budgets

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3. Tracking Ideas and  Opportunities

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4. Visualizing Project Progress and Costs

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5. Pivoting and Reporting
Cost Data

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6. Configuring Your Project and Inviting Your Team

Learning Objectives

Signing in and the User Interface

Set up your Join account and get acquainted with the main pages in Join.


HubSpot Video

Creating your first project in Join

With just some basic project information such as name and location, you can get a project set up in join in just a few clicks.


HubSpot Video

 

  2. Importing Baseline Estimates and Budgets

 

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