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).

Products *

Select one or more product lines. Each product gets its own template and sub-products.

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

Cancel

Bulk Upload Projects

Upload a CSV file to create multiple projects at once. Required: accountName (or Account). Optional in CSV: productCode, subProductCodes, appliedTemplateIds — or set once below for all rows.

Rows with productCode/subProductCodes in the CSV use those values; rows without use the selection below.

Apply to all projects in this file (optional)

Product

Task template

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

Apply to all projects in this file (optional)

Preview (first 3 rows)

Upload History