Create Project

Projects are at the core of your work in HammerUp. They consolidate all information about a job: documents, time tracking, team, and costs.

Where can I create a project?

HammerUp offers multiple ways to create a new project:

1. Project Overview

The standard approach: Navigate to Projects and click New Project.

2. Dashboard

For quick access: Use the Quick Actions on your dashboard.

3. Contact Page

The most efficient method for existing customers: Open the contact and click New Project. The customer is linked automatically.

Recommendation

Create projects directly from the contact page. This automatically assigns the customer and allows you to copy the address with a single click.

The Project Form

After clicking New Project, the form opens with all essential fields.

Assign a Project Name

Start with a descriptive name for your project.

Naming Tips

Choose a concise name that clearly identifies the project - for example, the type of work and the location. You don’t need to include the customer name in the project title, as this is stored separately and displayed in the overview.

Good examples:

• “Roof Renovation Main Street 15”
• “Facade Work Industrial Park”
• “Bathroom Renovation 2nd Floor”

Avoid:

• “Miller Inc Order” (customer is stored separately)
• “Project 1” (not descriptive)

Add a Description

Use the description field for additional details about the job. This helps you and your team quickly understand the project later.

Set the Timeframe

Define the planned start and end dates. These dates assist with scheduling and appear in the planning board.

Assign a Customer

Select the customer from the list or search by name, company, or contact number.

After selection, the customer is linked:

Create New Contact

If the customer doesn’t exist yet, you can create a new contact directly from the dropdown. Your project form will be preserved.

Project Address

The project address can be automatically copied from the customer. Enable the Copy address from contact checkbox for this.

For a different site address, disable the checkbox and enter the address manually - with smart address suggestions.

Assign Team Members

Assign employees to the project. This allows them to see the project in their overview and log time against it.

Save Project

Click Save to create the project.

After saving, you’ll be taken to the project detail page:

Project Status

Each project progresses through various phases:

Status	Meaning
Planning	Project is in preparation
Active	Work is in progress
Completed	All work finished
Invoiced	Final invoice created

Customize Status

You can customize the available statuses in the company settings.

What You Can Do Next

After creating the project, you have the following options:

• Create Quote - Create a quote for the project
• Track Time - Log working hours on the project
• Use Planning Board - Schedule the project in the planning board