A project is the set of welds for one job or order, from a single weld to many thousands. WeldTrace uses the term project; in a small fabrication shop, a job is the same thing.

Apart from the Super User, only the Account Administrators who have been given the "Create Project" privilege can create a project. Open it from the Projects menu, or with the + button on the Projects List.

Click "Explain this function" next to the page title for a narrated walkthrough of the page, or the book icon beside it to open this article.

Step 1 - Project number, title and labels

1. Project Number: must be unique in your account. 2 to 36 characters; the only special characters allowed are . # - ( ) and space;
2. Project Title: does not have to be unique, so use whatever your team calls the job. 2 to 72 characters, with no limit on special characters;
3. Label: click the box and pick up to 3 letters or numbers, which read together as the project's label: S, T and 1 for ST1, for example. Labels show on the project cards and let you group projects in charts and analytics. Under Library > Labels you can rename what each letter or number stands for, such as a project type or a site.

Step 2 - Division, customer and contractor

All three are optional. Pick one from the list, or click + beside it to add a new one without leaving the page. They can also be managed from the Organization menu.

1. Select Division: the part of your company doing the work. Projects can then be compared and analysed across divisions;
2. Select Customer: who the project is for. The customer's logo replaces your account logo on all the project's reports, and projects can be analysed by customer;
3. Select Contractor: who executes the project, if a contractor does. Projects can be analysed by contractor.

Step 3 - Create, Create & Configure or Clone Settings

1. Cancel: go back to the Projects List without creating the project;
2. Clone Settings: copy the settings of a project you have already configured, so the new project is ready to use without configuring it again. Pick the project to copy from, then click Create. Read the article Cloning Project Settings for more;
3. Create: save the project with these details only. It waits in the Projects List, and cannot be used for welds until it is configured;
4. Create & Configure: save the project and open its settings straight away (see Configuring a project).

A project must be configured before it can be used.

Read the next article: Configuring a project