Minimum Software Version8.18.10
Solution(s)Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓

Creating a new project allows users to establish a workspace for managing case data, documents, and workflows. Projects can be customized with templates, identifiers, and visual settings at creation time.


New projects are created from the System Dashboard and serve as the foundation for organizing information within the platform. Users with the appropriate permissions can initialize a project, optionally apply a solution template, and define key project details such as name, reference number, and appearance.

Access to project creation is controlled by system privileges. If the New project button is not visible, the user must be assigned the Manage projects privilege via system roles.

Step 1: Access the System Dashboard

  1. Click the Opus 2 / company logo in the top-left corner of the browser.
  2. This returns you to the System Dashboard.

Step 2: Initialize a New Project

  1. From the top toolbar on the System Dashboard, select New project.

Important:
If the New project button is not available, the user must have the Manage projects privilege. Refer to the Creating, Updating, and Assigning System Roles article.

Step 3: Choose a Solution Template

  1. In the dialog box that opens, select a solution template if one is available.
  2. Templates can preconfigure project elements to streamline setup.

Example:
Select a litigation template to automatically include standard worksheets and project settings.

Step 4: Enter Project Details

Complete the following fields in the dialog box:

FieldDescription
NameEnter a clear, descriptive project name.
ShortcodeEdit the system-generated shortcode if needed.
Reference NumberEnter a project reference or identifier (often an internal ID).
Icon and ColorChoose an icon and color from the dropdown menus to visually identify the project.

Example:
Name: Smith v. Jones
Shortcode: SVJ-2026
Reference Number: REF-01984

Step 5: Add a Project Description

  1. Enter a description in the Project description field.
  2. Include relevant context such as case background or project purpose.

Example:
“Litigation project tracking procedural timetable, documents, and submissions.”

Step 6: Create the Project

  1. Review the entered information.
  2. Click Create.
  3. The project is created and becomes accessible from the project directory.


Ensure project creators have the correct permissions and use solution templates where available to standardize project setup and save time.