---
title: "Creating a Project (Workshop Part 3)"
description: "A new customer project is created, structured and prepared with responsibilities, options and access rights for later configuration."
---
In this area you create a new customer project in Leadtime, define basic properties and prepare further configuration. The project then serves as a container for requirements, quotation preparation, task distribution, planning and billing. You can find this view in Leadtime at **Projects → Create Project**. The data collected here determines how the project is structured, administered and controlled internally.

## Create project

![Illustration](/images/help-center/projects/workshops/create-project-01.png)

About the button **“Create project”** A dialog opens for entering all relevant master data. This information determines the project type, organizational assignment and later filter and reporting options. The project will be as **Individual project** created because there is a one-off customer order.

### Basic information

![Illustration](/images/help-center/projects/workshops/create-project-02.png)

Basic attributes are set in the left input column:

- **Icon:** ensures easier visual recognition in the project portfolio.
- **Project name:** here “Website EcoNomic Innovators”.
- **Type:** “Individual project” for one-off, clearly defined projects.
- **Affiliation:** “External” because it is a customer order.
- **Category:** e.g. “Website project” (can be defined in the workspace settings).
- **Status:** “Sales”, as long as the offer and start have not yet been confirmed.
- **Organization:** “EcoNomic Innovators”, previously created in the CRM area.
- **Value group:** helps with the later evaluation of the added value.
- **Short description:** Define the goal and context in one or two sentences.
- **Deadline:** planned end date, here February 28, 2025.
- **Standard person responsible:** The person who is responsible for solving a task in this project by default. It is not necessarily the person to whom the ticket is currently assigned.
- **Sales Manager / Responsible:** The sales representative responsible for the project

These attributes influence filters, automations, reports and the presentation in the “big picture”.

#### Options

You can define additional framework conditions using project-related options:

![Illustration](/images/help-center/projects/workshops/create-project-03.png)

- **Task types:** e.g. Feature, Bug, Task.
- **Activities:** e.g. Development, testing, management.

These specifications control the subsequent expense booking and enable structured evaluations.

### Project teams and users

![Illustration](/images/help-center/projects/workshops/create-project-04.png)

The internal project organization is determined:

- **Teams:** e.g. Project team, specialists.
- **User:** internal people with access rights.
- **External access:** optional for guest users of the customer.

Guest users can see goals, tasks and progress without exposing internal data.

### Save and share

With **“Save”** The project is created and then appears in the project overview. From this point on, components can be imported, requirements collected and tasks generated.