Create a new project

You create new projects using the Create Project wizard on the Projects page.

When creating a project with the Create Project wizard, you can use an existing project as a template. However, subcontractors and their associated bids are not included when creating a project from a template. To create a new project that includes all project data, subcontractors, and bids, use the Copy option on the Summary tab of the project that you want to duplicate.

Go to Projects.
Select Create Project.

The Create Project wizard appears.
If integration with a subcontractor database is enabled, select the appropriate option in the dialog:
1. Procore to link the project to a Procore project.
2. SmartBid to link the project to a SmartBid project.
3. BuildingConnected to link the project to a BuildingConnected project.
4. No External Source to create the project without linking it to an external system.
If you selected an external source, either enter the external project ID or use Search to find and select the corresponding project from the external system.
In the Details step, edit the following fields:
1. Enter the project Name, Size, unit, and Bid Day.
  
  These fields are required.
2. Optionally, enter a Location.
  
  Provide details such as the street address, city, ZIP code, region, state, or country. Sage Estimating (cloud), formerly Sage BidMatrix, then uses Azure Maps to identify the geographical location. If a match is found, the location icon turns green and you can hover over it to preview the identified location on the map.
3. Optionally, enter a Client Name and any additional information about the project in the Notes field, as needed.
Select Next.
In the Attributes step, enter the project attributes.

Admins or Librarians can specify the project attributes in Libraries > Project Attributes.
Select Next.
Optionally, in the Templates step, if you want to use an existing project as a template for the project you’re creating, do the following:
1. Select Yes to start this project using an existing as a template.
2. In the text box, begin entering the name of the project to find existing projects.
  
  Sage Estimating (cloud) displays a list of projects that match your criteria.
3. Select the project that you want to use as a template for your new project from the Top Hits.
4. Select the content from the existing project to copy into the new project.
Learn more about using existing projects as templates for new projects.
Select Next.
In the Permissions step, set the permissions for the project as follows:
- To enable everyone in your company with access to Sage Estimating (cloud) to view and edit the project, select Public - Anyone.
- To limit project access to specific users, such as the project team, select Private - Me and those I allow, then select the users from the dropdown.
Select Next.
In the Insights step, do the following:
- In the Similar Projects section, configure the similar projects as follows:
  1. Select View Details.
  2. To update the conditions for matching similar projects, do the following as needed:
    - To add a condition, select Add another condition, select an attribute from the dropdown, set the operator, and enter the desired value.
    - To edit a condition, select it, make your changes to the operator and value, then select Save.
    - To remove a condition, select it and select the trash can icon ().
  3. To view and refine the list of similar projects, select Preview or customize list and do the following in the dialog as needed:
    - To remove a project from the similar projects list, select it from the list and select Remove from similar.
    - To add a project to the similar projects list, select the All other projects tab, select the project from the list, and select Add to similar.
- In the Suggested Subcontractors section, select Use Suggested Subcontractors to include automatically to the project subcontractors that bid the same bid package in at least three previous similar projects.
  
  The suggested subcontractors are identified based on their involvement in similar projects and other heuristic-based criteria.
- In the Activated Cost Indexes section, select the appropriate cost index that will be used to normalize historical bids to account for market fluctuations and regional cost differences.
  
  Learn more about adding and managing cost indexes.
Select Create.

Next step: For projects that are not based on a template, open the project and select one of the following:

Skip Bidding and Go: Select this option if the project will be fully self-performed.
Set Up Bid Structure: Select this option if all or part of the project will be bid to subcontractors, then define the work breakdown structure (WBS) for bid packages and phases.