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Create a project and set its dates

A project is one event: its dates, client, venue and equipment list. Owners, admins and planners create projects.

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Create a project

  1. Tap New project (on Projects or Home), or click an empty day in the calendar.
  2. Pick a Template first, if you use one (the default template is already chosen). Once the project is saved, the template can no longer be changed.
  3. Type the Project name and the Event starts and Event ends times. The project saves itself and gets its number, for example 2026-014. Then the other tabs open.
  4. Add the client, venue, address, colour and notes when you like.

The four dates

  • Loading starts – when the equipment leaves the warehouse. Empty = event start.
  • Event starts and Event ends – the event itself.
  • Returned by – when the equipment is back. Empty = event end.

Equipment is booked from loading start until return. The Time schedule tab can hold named items such as set-up or soundcheck; they do not change the booking.

Each project has its own Time zone, so a tour abroad shows local times.

Copy and archive

Copy makes a new not confirmed project on another date, with the equipment list and schedule. Projects are never deleted: Archive project hides one from the lists, and the history stays. A project with equipment still out cannot be archived.

Still stuck?

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