Projects are the foundation of everything you track in Raken — from daily reports and time cards to tasks and safety logs. This article walks Account Admins and Project Admins through how to create a new project on the web app.

Quick Answer

To create a project in Raken:

Click Projects in the left navigation.
Click the + New project button.
Fill in the project details.
Click Save.

Creating a project from the mobile app instead? See How to Create a Project from the Raken Mobile App.

How to Create a Project on the Web

Step 1: Open Projects

Click Projects in the left navigation of the Raken web app.

Step 2: Start a New Project

Click the green + New project button in the top right corner of the page.

Step 3: Enter Project Details

Fill in the project information. Name is required. All other fields are optional but recommended.

Name — The project name visible to your whole team
Job # — Your internal job number for easy reference
Department code — An internal code for departmental tracking or reporting
Search address / Street address, City, State, Zip code, Country — The job site location
Time zone — Auto-populates based on the address entered; can be adjusted manually
Project start date / Project end date — Used for compliance tracking
Project groups — Assign to one or more groups for easier filtering
Project template — Apply a pre-configured template to set up daily report sections, survey questions, and email recipients automatically

Step 4: Save

Click Save. Your project is created immediately.

Step 5: Confirm

The new project opens automatically. You can now add team members, configure project settings, and start logging field activity.

Troubleshooting & FAQ

Can I create a project from the mobile app?

Yes. See How to Create a Project from the Raken Mobile App for the full mobile walkthrough.

Can I edit project details after saving?

Yes. Navigate to Projects → select your project → Settings → General → Info to update the project name, address, dates, or other details at any time.

What is a project template?

Project templates let you pre-configure daily report settings, survey questions, and email recipients so you don't have to set them up from scratch on every new project. Templates are managed under Company > Project templates, and can be applied when creating a project on either web or mobile.

What's the difference between project groups and project templates?

Project groups organize and filter your projects list. Project templates control report settings. A project can belong to multiple groups and use one template.

How do I make a project inactive, or delete it?

See How to Change a Project's State in Raken for the full walkthrough of Active, Inactive, and Deleted states.

Technical Specifications

Compatibility: All major web browsers. For mobile, see the dedicated mobile article.
Offline Capability: No — requires an active connection
Plan Required: All plans
Role Required: Account Administrator; or Project Administrator with the "Can create projects" permission enabled

Considerations

No plan restrictions apply — creating projects is available on all Raken plans.
Account Admins can create projects across the entire company. Project Admins can create projects if the Can create projects permission is enabled in Company > Roles & permissions.
Project templates are available on both web and mobile creation forms.

How to Create a Project in Raken