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Create a project

Set up a new project with scope, timeline, and budget.

Projects . 4 min read

Overview

Projects in GovSavi let you plan, track, and deliver capital and operational initiatives from a single dashboard.

Step 1 -- Create the project

Go to Projects > New and enter:

  • Project Name -- A descriptive title.
  • Department -- The owning department.
  • Start / End Date -- Planned timeline.
  • Budget -- Total allocated funds.

Step 2 -- Add team members

Use the Team tab to invite collaborators. Each member can be assigned a role:

Role Permissions
Manager Full access, approve changes
Contributor Edit tasks, upload documents
Viewer Read-only access

Step 3 -- Define tasks

Break the project into tasks with due dates, assignees, and priority levels.

Step 4 -- Monitor progress

The project dashboard shows completion percentage, budget utilization, and upcoming deadlines at a glance.

Tip: Pin your most important projects to the sidebar for quick access.