A project holds one home or space: its rooms, product schedule, budget, files, planner and client chat. You can create as many projects as you need.
Create a project
- Click Projects in the sidebar.
- Click Create new project in the top right.
- Type the Project name. It's the only field you have to fill in.
- Check the Project currency. Densy picks it from your language and region. If you change it later, prices aren't converted.
- Fill in anything else you want (see below) and click Add new project.
What you can set
Everything except the name can be left empty and filled in later.
- Deadline and a cover image show on the project and its card.
- Project budget is your target. The project overview shows how much of it the products and services use.
- Markup mode tracks the trade price, your markup, the client price and your profit on each product. Clients never see your trade price or markup. See How do budgets and pricing work?
- Client links a contact from Contacts. This doesn't invite anyone: see How do I invite a client to a project?
- Assigned team members: you're added automatically. Who else sees the project: How do I control who can see a project?
After you create it
A new project has no rooms yet. Click Create first room, type the room's name and click Add new room. To bring in a whole room from Excel, click Import from spreadsheet instead.
Next: How do I add products to a project?
Change the details later
Click Project settings in the project's top right, change what you need and click Save project. To start a new project from a copy, hover over a card in Projects, click and choose Duplicate.