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New Projects and Project Nesting

Time to make it real—create a Project in Integrate (name it, set start + finish dates, move on).

Updated this week

Tip: use ctrl and + keys to zoom in for a clearer view of screenshots.

Defining Projects

Projects are one of two main building blocks in Integrate. We recommend using them as higher level tiers for your project since they can be used to display the 'Milestone on Row' function which is particularly helpful for a macro level view of your project.


New Project

Start by clicking in the top left corner.

For a full list of all the project types, check out the glossary.


Project Nesting

Now that you know how to create a project, let's go over Integrate's project nesting function.

There are two methods to add a nested project.

Method 1 - right click:

Method 2 - Omnibar:

Regardless of which option you choose, the process of creating a nested project is the same as creating a project.


Personalizing and Editing your Project

From the object card you can do a number of changes to the project:

  • Lock dates to stop accidental schedule shifts.

  • Unlock dates if it’s time to update or your project has a flexible timeline.

  • Attributes allows you to change the project type.

Tip: Only the owner of an object can lock or unlock the dates, and change attributes on an object card.


To learn how to populate your Project with Drivers, including Tasks, Milestones, and Requirements, check out this article.

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