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How to add a project

When logged in to your profile, go to the Projects menu on the left. Click the Add Project button.

In the pop-up, select the appropriate plan for your projects and click Start a Free Trial to open a form for inputting project data.

Enter the project title, choose the Program and Program Call from the drop-down menu, or add new ones by clicking the + sign. If you make a mistake in the name, you can easily edit it by selecting and clicking the edit icon.

Make sure to accurately specify the project duration by choosing the exact start and end dates. Enter the project amount and select the currency.

Next, specify whether your project has partners or if you are the sole implementer. If partners are involved, choose whether to add them to the project only for informational purposes in the Project Info or to share the project with them for collaborative management and monitoring of the project.

If you want to track your expenses per instalment, choose the option Instalments Planning. If not, choose No Instalments Planning.

Once you have completed the above steps, click Save. You will be redirected to the project where you can add more information and project data such as activities, budget, expenses, and more.

Note: Selecting the exact project duration and your partners’ status is important, as it will affect the calculation of the project package that needs to be activated after the trial period ends.

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