| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Explains how to create a new project in Opus 2, including selecting a solution template, entering project details, and setting visual identifiers.
New projects are created from the System Dashboard and serve as the foundation for organising information within the platform. Users with the appropriate permissions can initialise a project, optionally apply a solution template, and define key project details such as name, reference number, and appearance.
Note: If the New project button is not visible, the user must be assigned the Manage projects privilege via system roles. See Creating, updating, and assigning system roles.
Creating a new project
Step 1: Access the System Dashboard
Select the Opus 2 or company logo in the top-left corner of the browser to return to the System Dashboard.
Step 2: Initialise a new project
From the top toolbar on the System Dashboard, select New project.
Step 3: Choose a solution template
In the dialog that opens, select a solution template if one is available. Templates can preconfigure project elements to streamline setup.
Step 4: Enter project details
Complete the following fields:
| Field | Description |
|---|---|
| Name | Enter a clear, descriptive project name. |
| Shortcode | Edit the system-generated shortcode if needed. |
| Reference number | Enter a project reference or identifier (often an internal ID). |
| Icon and colour | Choose an icon and colour 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
Enter a description in the Project description field, including relevant context such as case background or project purpose.
Example: Litigation project tracking procedural timetable, documents, and submissions.
Step 6: Create the project
- Review the entered information.
- Select Create.
The project is created and becomes accessible from the project directory.
Related links
Related documentation
Opus 2 has help information accessible within the application; click the question mark and then select Documentation in the upper-right area of the platform. You can also access the documentation at: Opus 2 Support.
How to contact us
To contact us about the documentation, or if you have any other questions or issues about Opus 2 solutions, contact Opus 2 Platform Support by emailing Opus 2 Platform Support.