Create a Project
Creating a project sets up the development container that your subprojects and units will live inside. You define what it's called, where it is, who owns it, and when it runs.
Before you start: the partnership (or the partners) that own the development should already exist, and the stock you intend to develop should already be registered. You can allocate stock during or after project creation.
Opening the form
- Go to Projects in the main navigation.
- Click Add Project (visible only if your role has the create project permission).
- The new-project form opens.
Basic details
| Field | Notes |
|---|---|
| Project Code | Auto-generated and read-only. Uses the prefix from Settings → Naming Conventions (default PRJ-), running in sequence per organization. |
| Project Name | Required. 2–255 characters. |
| Partnership | The partnership or joint venture that owns this project (see Partnership / JV mapping). |
Location hierarchy
Record where the project is, level by level:
Country → State → District → Taluk → Village
Each level filters the next — picking a state narrows the available districts, and so on — so you always end up with a consistent location chain.
Partnership / JV mapping
A project is owned through a partnership or joint venture. Map the project to the relevant partnership so that ownership and profit flow correctly. The partner holdings you record on the project (below) describe how that ownership is split for this project specifically.
Dates
Record the project timeline — typically a planned start date and a planned completion date. These feed reporting and help track whether a development is on schedule. Dates are validated for logical order (start before completion).
Partner holdings
The holdings table records which partners own the project and in what proportion. The rule is the same one used everywhere ownership is tracked:
Holdings must sum to exactly 100%, and at least one managing partner is required.
- Add a row per partner with each partner's percentage (two decimals).
- Designate at least one managing partner.
- No partner may appear twice.
- The total must be 100.00% exactly, or the save is blocked with "Holdings must sum to exactly 100.00%."
Holdings are optional at creation time — you can add them later from the project's detail page — but a project that's going to transact needs them. Changing holdings afterward is done through a dedicated holdings action and is recorded for audit. See Validation rules.
Custom fields
If your organization has configured custom fields for projects, fill in any that apply. Mandatory custom fields must be completed before you can save.
Saving
When you click Save:
- Validation runs on submit. Errors appear inline and the form jumps to the first problem.
- Common errors caught here: duplicate partners, a missing managing partner, holdings not summing to 100%, or an invalid partnership reference.
- The project, its holdings, and any custom fields save atomically — all or nothing.
- The project is created with an auto-generated code and an initial Draft status.
What's next
- Move it forward and map stock to it — see Manage a project.
- Add buildable blocks — see Create a subproject.