Project Creation

Published on October 5, 2026 QuoteX

Mastering Project Creation in the Project Management Center

Now that you know how to navigate to the Project Management Center, it's time to put it to work. In this article, we walk through the process of creating, configuring, and validating a new project. Below is a chronological walkthrough of the project setup process, using screenshots to illustrate each step.

What you will do: Start a new PSC Project, complete the core and status report information, assess project health, assign roles, and save the record.

Step 1: Initiating a New Project

Begin by navigating to the PSC Projects tab. This is your central repository for all active and pending projects.

The PSC Projects list view. The red arrow indicates the New button.

1. Here you will see a list of your current projects (e.g., "Project").
2. To create a new one, click the New button located in the top right corner of the list view (indicated by the red arrow).

Step 2: Filling in Core Project Information

Once you click "New," a "New PSC Project" modal window will open.

The New PSC Project modal and its Information section.

1. Start by filling out the essential details in the "Information" section.
2. Project Name: Give your project a clear title (e.g., "Sales Cloud Implementation - Acme Inc").
3. Account: Link the project to the relevant client or account.
4. Project Phase & Stage: Define where this project sits in your overall lifecycle (e.g., "Develop").
5. Dates: Set your Start Date, End Date, and Go-Live Date.
6. Billing Type: Specify how the project will be billed (e.g., "Fixed Bid Project").
7. You can also add a Budget Tracker Link and associate a Milestone Checklist.

Tip: You can link the Budget Tracker Link to your primary PSC quote or quote request record. The Milestone Checklist can link to your timeline project plan or any external document.

Step 3: Completing Status Report Information

Scroll down within the modal to the Status Report Info section. This is where you set up the baseline for your reporting cadence.

The Status Report Info section.

1. Enter a Status Report Title and select the Status Report Week Ending date.

Step 4: Handling Validation Errors

As you fill out the form, the system has built-in validation rules to ensure data accuracy.

The validation error banner shown for an invalid Status Report Week Ending date.

1. In this example, if you try to save the record with an invalid Status Report Week Ending date, a red error banner will appear: "We hit a snag. Review the following fields."
2. The specific error states: "The Status Report Week Ending Date must be a Saturday."
3. Correct the date to a Saturday to clear the error and proceed.

Common error: "The Status Report Week Ending Date must be a Saturday." Choose a Saturday date and save again.

Step 5: Documenting Progress and Plans

Continue scrolling down to document the narrative of your project.

The rich text editors for Accomplishments Since Last Status Report and Planned Activity.

1. Use the rich text editors to detail your Accomplishments Since Last Status Report.
2. Outline your Planned Activity for the upcoming period.
3. You can format your text using the toolbar (bold, italics, lists, links, etc.) and even add images.

Step 6: Assessing Project Health

Further down the form, you will find fields to evaluate the overall health of the project.

The status dropdowns and the Project Notes editor.

1. Use the dropdowns to set the Scope Status, Schedule Status, and Financial Status (e.g., --None--, On Track, At Risk).
2. Below this, use the Project Notes rich text editor to add any internal commentary or context that doesn't fit into the standard reporting fields.

Step 7: Assigning Roles and Tracking Status

Finally, scroll to the bottom sections to define who is responsible and track the overarching project status.

The Roles and Status sections at the bottom of the form.

1. Roles: Use the search lookups to assign the Customer Project Manager, Customer Sponsor, and SFDC Customer Success Director.
2. Status: Set the overall Project Status, update the Project Status Trending To (e.g., "No Change"), and provide a Status Change Reason if applicable. You can also log the specific date and time the status was last updated.

Step 8: Save and Continue

Once all required fields are populated and validation errors are resolved, click the Save or Save & New button at the bottom of the modal window to add the project to your PSC Projects list.

Success! Your new project now appears in the PSC Projects list and is ready for assumptions, issues, key decisions, and status reporting.

Knowledge Article Number: KA-00446