Create a new project in Coincraft.

This guide provides detailed instructions on how to create a new project in Coincraft. There are two simple methods to do so:

Following either of these steps will redirect you to the Project Details section, which consists of three key segments:

For an accurate Forecast report, please ensure all relevant fields are filled in. These fields include:

Remember, you have the ability to add multiple phases and expenses simultaneously. Simply click on the +Add Phase or +Add Expense button.

The Duration field automatically calculates based on the Start and End Date you select; the project's total duration is a sum of all the Phase duration data.

Modifying the duration value under the Project level section will also update the duration values under the Phases section.

Total Duration set to 13 months

This adjustment will in turn automatically revise the Project's End Date, the End Dates of all phases, and Start Dates of the second Phase onwards.

Total Duration adjusted to 20 months

Note: Phases duration count might appear with decimals as some calendar months have 28 days, 30 days, and 31 days.

Click on the expand icon on the left side of the Phase code and select +Add Resource button to add project resources for each phase.

After resources have been added, link your phase budget to your resource budget by clicking on the 'Link to Phase' icon.

This action will distribute the phase expense across all resource staff and automatically compute the Hours Budget.

Once all alterations have been made, click Save.

A prompt will appear asking if you wish to adjust your project's Resource Schedule based on your new settings, and allow you to decide how the Remaining Budget or Total Budget should be distributed. After selecting your options, click on Save again.

Also, you can check the box that says 'Do this automatically in the future.' if you don't want to be asked these questions the next time you save project changes.