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How to Start a New Project

Learn how to add and save a New Project

Written by Scottie Elliott
Updated over 2 weeks ago

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 global settings (currency, tax, markup, etc.) will be applied automatically — you can always update them 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. As you type each area name, Gather automatically generates a short area code — you can edit this if you'd like.

Press Enter or click ADD ANOTHER to keep adding areas. Don't worry about getting every area right 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 — defaults to your account's currency setting

  • Client Budget

  • Sales Tax %

  • Markup %

These fields are pre-filled from your account's global settings (found in Settings), but you can override them for any individual project.

Click CREATE PROJECT to finish. Your new project — complete with areas and financial settings — is ready to go!

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