You can add a new project from the home screen in your Gather account. There are two ways to get started: Quick Start for speed, or Manual Set Up for full control over project details, areas, and financials.
Step 1: Click the green + button in the top-right corner of the app.
You'll see two options:
Option 1: Quick Start
Quick Start is the fastest way to create a project. Simply type your project name and click CREATE PROJECT. Your company's project defaults (date format, currency, and markup) are applied automatically, and you can fill in the rest later.
Option 2: Manual Set Up
Manual Set Up walks you through a three-step wizard so you can configure everything upfront. Click the BEGIN button to get started.
Step 1 of 3: Project Details
Enter your project's basic information and site address:
Project Name (required)
Project Number
Client Contact — select from your existing contacts
Start Date and Estimated Completion Date
Date Format — choose your preferred format (MM/DD/YYYY, DD/MM/YYYY, etc.)
Site Address — street, city, state, zip, and country
Once you've filled in at least the project name, click NEXT to continue.
Step 2 of 3: Define Areas
Add the areas (rooms or locations) for your project. If your projects use area codes, Gather fills in a short area code from each name, and you can edit it.
Press Enter or click ADD ANOTHER to keep adding areas. You don't need every area now. You can always add or edit areas later.
Click NEXT to continue.
Step 3 of 3: Budget & Financials
Review and adjust the financial settings for this project:
Currency: starts from your company's project defaults
Client Budget
Sales Tax
Markup %
Est. Shipping: an estimated shipping percentage, used for budgeting
Currency and Markup % are pre-filled from your company's project defaults (found in Settings), but you can change them for any project.
Click FINISH. Your new project opens with its areas and financial settings in place.