Creating a Project
This guide walks you through creating a new project in Valiro.
Required Fields
Section titled “Required Fields”Project Name
Section titled “Project Name”Give your project a clear, descriptive name that team members will recognize. Good names are:
- Specific (e.g., “Office Renovation - Building A” rather than just “Renovation”)
- Unique within your organization
- Easy to search for
Select the current stage of your project:
- Discovery - Scope and requirements are still being defined
- Planning - Breaking down work and creating schedules
- Execution - Active work is underway
- Closeout - Wrapping up and archiving
Optional Fields
Section titled “Optional Fields”Description
Section titled “Description”Add context about the project’s goals, scope, or important details. This helps team members understand the project at a glance.
Project Manager
Section titled “Project Manager”Assign a team member to lead the project. The project manager:
- Has full edit access to the project
- Receives notifications about project activities
- Is displayed as the primary point of contact
- Planned Start - When work is expected to begin
- Planned End - Target completion date
These dates are for planning purposes and do not enforce any constraints.
After Creating
Section titled “After Creating”Once created, you can:
- Add work packages to break down the project
- Upload relevant documents
- Assign team members to work packages