Ofivio App — Complete Guide · Project Management

Creating a Project

Step-by-step guide to create your first project

Creating a Project

1. Click +Create in the header — Or navigate to Projects page from the sidebar
2. Fill Project Details — Name, Type (Construction/Software/Marketing/etc.), Client, Start Date, End Date, Budget, Manager, Priority
3. Project ID Generated — Ofivio creates a unique ID like PRJ-ARKO001-20260328. This links to all related data.
4. Add Team Members — Assign employees to the project from the Team tab
5. Start Adding Content — Create tasks, upload documents, set milestones, add BOQ items

Create Project → Add Team → Create Tasks → Set Milestones → Track Progress

Every project automatically connects to: Tasks, Team, BOQ Items, Procurement, Design Items, Milestones, Financials, Documents, Expenses, Invoices, Operations, S-Curve, and Budget.

← Back to Ofivio App — Complete Guide