video1.0<iframe src="https://www.loom.com/embed/3fbafecc548945f1a639dcdd3daffd1a" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3fbafecc548945f1a639dcdd3daffd1a-9251afb09b8407a8.gif640.386In this video I show how to create a new project in Folio from any module by clicking New Project. I walk you through four steps where you enter project information like the project name, project type such as Hospitality, and a project number, then select the client and address, choose your Build to company, assign a budget, set a target margin of 50 percent, and manage who can access the project as admin, edit, view only, or no access. Next I configure categories, then procurement settings like PO template, unit type, tax treatment and rates, and optional multi currency and exchange rates. Finally I click Create, and it may take a couple of minutes to appear. No action is specifically requested from you, just follow these steps to set up your project.