Creating a project

Planning is for any multi-phase initiative — a new building, a renovation, a product launch, an event production, a software feature. It's structured the way a project manager thinks: project → phases → tasks, with a timeline, budget, resources, and risks.

To create a project:
1. Open Planning from the More ▾ menu (or search modal — type "planning")
2. Click + New Project
3. Enter a name and the rough start/end dates. Optionally tag a Scope ("Construction", "Renovation", "Product Feature") and a top-line budget.
4. Click Create — the project lands and you're dropped into the Overview tab.

Status defaults to Planned. Move it to Active once work starts, On Hold if it's paused, Completed when delivered, or Cancelled if it dies. Health (green / yellow / red) is your at-a-glance signal — set it manually based on schedule and risk.

You can also ask Wally: "Create a new project called Headquarters Renovation, June 1 to October 31, $250k budget" — Wally will draft a preview action card you confirm before the project is created.