---
title: Join Project Quickstart Guide
description: Want to use Join on a new project? Here’s how to get started.
---

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1. [Join - Help Center](https://success.join.build/en/knowledge?hsLang=en)
2. [Getting Started with Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en)
3. [I want to use Join on my project](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#i-want-to-use-join-on-my-project)

# Join Project Quickstart Guide

## Want to use Join on a new project? Here’s how to get started.

Project onboarding in Join means configuring your project, importing initial data, and aligning your entire project team, including partners, on how and when to use Join. This guide walks you through each step so every new project is set up for success quickly and effectively.

### **What does project onboarding look like?**

Here are the key components:

1. [Creating and configuring your project](https://success.join.build/en/knowledge/create-a-new-project?hsLang=en)
2. [Adding an initial set of project data](https://success.join.build/en/knowledge/import-you-estimate-budget?hsLang=en)
3. [Getting your project admins up to speed with running a project in Join](https://success.join.build/en/knowledge/project-admin-landing-page?hsLang=en)
4. <https://success.join.build/en/knowledge/quickstart-guide-for-new-join-users?hsLang=en>[Letting the Owner know why you're using Join and securing their support](https://success.join.build/en/knowledge/owner-email-template?hsLang=en)
5. [Educating the rest of your internal project team on how to get started with Join](https://success.join.build/en/knowledge/quickstart-guide-for-new-join-users?hsLang=en)
6. [Communicating expectations on the use of Join to the entire project team](https://success.join.build/en/knowledge/project-messaging-plan?hsLang=en)

***Tip:** Join Champions have found success by running workshops to configure the project, import an initial set of data, and get project admins up to speed. Interested in running a workshop? You can use our [Project Workshop Template](https://success.join.build/en/knowledge/template-project-admin-workshop?hsLang=en) as a guide*

- [Getting Started with Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#main-content)

    - [Join Overview](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#join-overview)
    - [I'm a new Join user](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#im-a-new-join-user)
    - [My company is new to Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#my-company-is-new-to-join)
    - [I want to use Join on my project](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#i-want-to-use-join-on-my-project)
    - [Workflow Best Practices](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#workflow-best-practices)
    - [Getting Started for Project Admins](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-project-admins)
    - [Getting Started for General Contractors](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-general-contractors)
    - [Getting Started for Design Team Members](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-design-team-members)
    - [Getting Started for Owners](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-owners)
- [Product Updates](https://success.join.build/en/knowledge/product-updates?hsLang=en#main-content)

    - [What's New](https://success.join.build/en/knowledge/product-updates?hsLang=en#whats-new)
    - [Early Access](https://success.join.build/en/knowledge/product-updates?hsLang=en#early-access)
- [Join for Pursuit](https://success.join.build/en/knowledge/join-for-pursuit?hsLang=en#main-content)

    - [Pursuit Resources](https://success.join.build/en/knowledge/join-for-pursuit?hsLang=en#pursuit-resources)
- [Dashboard](https://success.join.build/en/knowledge/dashboard?hsLang=en#main-content)

    - [Dashboard](https://success.join.build/en/knowledge/dashboard?hsLang=en#dashboard)
    - [Charts](https://success.join.build/en/knowledge/dashboard?hsLang=en#charts)
- [Milestones](https://success.join.build/en/knowledge/milestones?hsLang=en#main-content)

    - [Milestones](https://success.join.build/en/knowledge/milestones?hsLang=en#milestones)
    - [Estimates and Budgets](https://success.join.build/en/knowledge/milestones?hsLang=en#estimates-and-budgets)
    - [Importing](https://success.join.build/en/knowledge/milestones?hsLang=en#importing)
- [Items](https://success.join.build/en/knowledge/items?hsLang=en#main-content)

    - [Items](https://success.join.build/en/knowledge/items?hsLang=en#items)
    - [Options](https://success.join.build/en/knowledge/items?hsLang=en#options)
    - [Status](https://success.join.build/en/knowledge/items?hsLang=en#status)
    - [Scenarios](https://success.join.build/en/knowledge/items?hsLang=en#scenarios)
    - [Item Library](https://success.join.build/en/knowledge/items?hsLang=en#item-library)
    - [Schedule Impact](https://success.join.build/en/knowledge/items?hsLang=en#schedule-impact)
    - [Ideas](https://success.join.build/en/knowledge/items?hsLang=en#ideas)
- [Markups](https://success.join.build/en/knowledge/markups?hsLang=en#main-content)

    - [Markups](https://success.join.build/en/knowledge/markups?hsLang=en#markups)
    - [Milestone Markups](https://success.join.build/en/knowledge/markups?hsLang=en#milestone-markups)
    - [Item Markups](https://success.join.build/en/knowledge/markups?hsLang=en#item-markups)
    - [Contingencies and Allowances](https://success.join.build/en/knowledge/markups?hsLang=en#contingencies-and-allowances)
    - [Cost Display Settings](https://success.join.build/en/knowledge/markups?hsLang=en#cost-display-settings)
- [Risk Register](https://success.join.build/en/knowledge/risk-register?hsLang=en#main-content)

    - [Risk Register](https://success.join.build/en/knowledge/risk-register?hsLang=en#risk-register)
- [Timeline](https://success.join.build/en/knowledge/timeline?hsLang=en#main-content)

    - [Timeline](https://success.join.build/en/knowledge/timeline?hsLang=en#timeline)
- [Reports](https://success.join.build/en/knowledge/reports?hsLang=en#main-content)

    - [Reporting](https://success.join.build/en/knowledge/reports?hsLang=en#reporting)
    - [Customizable Reports](https://success.join.build/en/knowledge/reports?hsLang=en#customizable-reports)
- [Team](https://success.join.build/en/knowledge/team?hsLang=en#main-content)

    - [Team](https://success.join.build/en/knowledge/team?hsLang=en#team)
    - [Roles and Permissions](https://success.join.build/en/knowledge/team?hsLang=en#roles-and-permissions)
- [Project Settings](https://success.join.build/en/knowledge/project-settings?hsLang=en#main-content)

    - [Project Settings](https://success.join.build/en/knowledge/project-settings?hsLang=en#project-settings)
    - [Categorizations](https://success.join.build/en/knowledge/project-settings?hsLang=en#categorizations)
    - [Units of Measure](https://success.join.build/en/knowledge/project-settings?hsLang=en#units-of-measure)
    - [Item Schedule Impact and Display](https://success.join.build/en/knowledge/project-settings?hsLang=en#item-schedule-impact-and-display)
    - [Default Item Template](https://success.join.build/en/knowledge/project-settings?hsLang=en#default-item-template)
    - [Notifications](https://success.join.build/en/knowledge/project-settings?hsLang=en#notifications)
    - [Print Header](https://success.join.build/en/knowledge/project-settings?hsLang=en#print-header)
    - [Customize Display](https://success.join.build/en/knowledge/project-settings?hsLang=en#customize-display)
- [Projects and Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#main-content)

    - [Projects and Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#projects-and-programs)
    - [Projects](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#projects)
    - [Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#programs)
- [Company Settings](https://success.join.build/en/knowledge/company-settings?hsLang=en#main-content)

    - [Company Settings](https://success.join.build/en/knowledge/company-settings?hsLang=en#company-settings)
    - [Company Standards](https://success.join.build/en/knowledge/company-settings?hsLang=en#company-standards)
- [Join Benchmarking](https://success.join.build/en/knowledge/join-benchmarking?hsLang=en#main-content)

    - [Project Comparisons Report](https://success.join.build/en/knowledge/join-benchmarking?hsLang=en#project-comparisons-report)
- [Join Insights](https://success.join.build/en/knowledge/join-insights?hsLang=en#main-content)

    - [Join Insights](https://success.join.build/en/knowledge/join-insights?hsLang=en#join-insights)
- [Integrations](https://success.join.build/en/knowledge/integrations?hsLang=en#main-content)

    - [Integrations](https://success.join.build/en/knowledge/integrations?hsLang=en#integrations)
- [Security](https://success.join.build/en/knowledge/security?hsLang=en#main-content)

    - [Frequently Asked Questions](https://success.join.build/en/knowledge/security?hsLang=en#frequently-asked-questions)
    - [Single Sign-on](https://success.join.build/en/knowledge/security?hsLang=en#single-sign-on)
- [AI](https://success.join.build/en/knowledge/ai?hsLang=en)

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