Creating Projects
Everything in Valiro starts with a project. Once you have a project, you can add tasks, upload documents, assign people, and track progress.
Starting a new project
Section titled “Starting a new project”Click Projects in the sidebar, then Create Project.
You’ll need a name (make it descriptive—“Oakwood Site Assessment” not “Project 1”), a client or location, and optionally some dates. The description is helpful for giving your team context about what this project involves.
That’s really it. Click Create and you have a project.
Templates
Section titled “Templates”If your organization has set up templates, you’ll see an option to choose one when creating a project. Templates pre-fill common fields and can even create work packages and tasks for you.
Use templates when you’re doing similar work repeatedly—they save time and ensure consistency. If you find yourself setting up the same project structure over and over, ask your admin about creating a template.
Custom fields
Section titled “Custom fields”Your admin may have configured additional fields specific to your industry: budget tracking, permit numbers, priority levels, client contacts, equipment requirements. Fill in what’s relevant—this information helps your team and shows up in reports.
What’s next
Section titled “What’s next”After creating a project, you’ll want to:
- Add work packages to break the project into phases (Work Packages)
- Create tasks for the actual work (Work Items)
- Upload documents like contracts and specs (Documents)
- Assign team members to tasks (Resource Planning)
Each project automatically gets its own chat, so your team can start discussing immediately.
Project lifecycle
Section titled “Project lifecycle”Projects start in “Discovery” status. As work progresses, you’ll move them through Planning → Execution → Closeout. This is covered in Project Lifecycle.
Name projects consistently. A pattern like “Client - Work Type - Location” makes it easy to find and sort projects.
Set dates even if they’re estimates. They help with resource planning and make it obvious when things are running behind.
Upload documents early. The sooner you add contracts and specs, the sooner AI can answer questions about them.
Next: Work Packages for organizing work into phases, or Work Items for adding specific tasks.