Create & organise projects

Projects are how work is organised in Engera, typically one per programme, contract or bid.

Creating a project

From home, choose New project. A project needs a name. Pick an icon and an accent colour; they appear in project lists and the switcher. The creator becomes the project's first member; everyone else joins by invitation (see Members & access).

Navigating a project

A project's sidebar groups its surfaces:

• Project overview: programme health, notifications, recent conversations and activity.
• Agreement, System, Engineering, Management: the structured model (obligations and the compliance matrix, the product breakdown and requirements, verification, schedule).
• Documents: uploads and extraction (see Documents & extraction).
• Context, Connections, Find, Tasks: supporting surfaces.

Switching projects

There are two ways to switch projects:

• Click the project name in the top bar or the sidebar header.
• Press Ctrl K and type the project's name.

Home lists your projects with their latest activity.