Create Project

Account & People

Account name and key contacts (aligned with Projects page).

Account / Project Name *

AE Unbxd

TPM

AE/CS Netcore

Product & Scope

Choose a product line (configured in Product Lines).

Product *

Task template *

Select a predefined set of tasks to apply to this project.

Account Scope (optional)

Project Details

Phase, region, integration, and dates (aligned with Projects page).

Phase

Status RAG

Integration Type

Entity

Region

Migration Platform

MRR

Contract Signed Date

Billing start Date - Contractual

Integration Status

Customer Status

Impl Type

Dependent team (only if cross-team dependency)

POC For Dependency tracking

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Bulk Upload Projects

Upload a CSV file to create multiple projects at once. Use product line format: productCode and subProductCodes (from Product Lines).

Required columns include accountName, productCode, and subProductCodes (comma-separated). Optional: appliedTemplateIds, phase, integrationType, entity, region.

Click to upload or drag and drop

CSV file only (max 10MB)

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Create Project

Account & People

Product & Scope

Project Details

Custom Regions

Custom Migration Platforms

Bulk Upload Projects

Preview (first 3 rows)

Upload History