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Create a New Project

Cheryl Wetherington -

Article: Creating a new project

Creating a new Project is simple. You have 2 options to begin:

  1. Just click on the  New Project icon in the toolbar; or 
  2. Click on the + tab next to your active project tabs 

A "New Project Settings" wizard will appear: 


Simply enter a Name for the Project then click on the Next button. 

Viewpath allows you to choose to: 

  • Create a brand new project - Creates a blank project with no tasks or resources.
  • Create a project from an existing project - Creates a copy of an existing project. You can select a new Start Date and choose whether to also duplicate the Resources list from that project.
  • Create a project using a template - Creates a copy of a template. You can select a new Start Date and choose whether to also duplicate the Resources list from that template.

Simply select your choices throughout the wizard and click on the "Next" button. 

  1. Import Resources: The last step of the New Project wizard when creating a duplicate of an existing Project or Template is the "Import Resources" page. You are given three options:
  2. Import All Resources - Will import all Resources from the Template/Project
  3. Import Assigned Resources - Will import only those Resources that have been assigned one or more tasks within the Template/Project. Those Resources that do not have assigned tasks will not be imported.
  4. None - Will not import any resources from the Template/Project.

When the project is created, it will open in a new tab across the top and display the project contents. 

TIP: You can use placeholders in the Resource list on a Template and assign them to individual tasks. When you create a new Project based on that Template, simply change the name and email address in the Resources tab and the assigned tasks will now be assigned to that Resource!


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