Setting up a project correctly from the start gives your team one source of truth.
You’ll centralize all of your project information and assets in a single workspace, reducing rework, avoiding version chaos, and making it faster to deliver polished client-facing outputs.
Create a new project
Sign in to your efficiently account.
On your dashboard, click + Project.
→ A Project Information window opens so you can set up the workspace.
Enter project information
Choose Project Type: select Residential or Commercial.
This sets the correct structure (tabs, templates, and fields) for your workflow.
Name your project: enter a clear, searchable Project Name.
Add details: fill in contacts and any other relevant information your team will need.
Click Create.
Result: You land on your new project’s home screen.
Design Lite: you’ll go directly to the Books tab to start creating and sharing presentations.
Design Pro: you’ll see all project tabs (Summary, Plans, Item Schedule, Books, Catalog, Images, Documents, Stakeholders, Settings).
Update Project Details
Navigate to your Project List and open the project you want to update.
Select the Summary tab.
Hover over the project name to surface the Edit Project Details button.
Update any fields and click Save.
Archive/Unarchive a Project
Archiving keeps your completed or inactive projects stored without deleting them. You can restore them at any time.
Archive a Project
From your Project List, select the vertical ellipsis next to the project.
Choose Archive.
To view archived projects:
Change the Status filter at the top to Archived.
Unarchive a Project
Go to your Project List and change the Status filter to Archived.
Select the vertical ellipsis next to the project you want to restore and click Make Active.
Switch the Status filter back to Active to see the restored project in your active list.
Clone a Project
Create an exact duplicate of an existing project to reuse its structure, item schedule, books, or plan setup.
Navigate to your Project List and select the vertical ellipsis next to the project you want to clone.
Choose Clone.
Enter a name for the new project and click Clone again to confirm.
The duplicated project will appear immediately in your Project List.