---
title: "Creating a project"
description: "A project in Bulido isn't created automatically when a client accepts a quote. You spin it up manually when you're ready to start the work."
locale: en
category: projects
slug: create-project
updatedAt: 2026-05-14
---
# Creating a project

Client acceptance doesn't automatically create a project. You pick the moment when quoting ends and execution begins. It could be right away, or only when your crew frees up and the materials arrive.

## Step by step

1. Go to **Projects** in the left menu.
2. Click **New project** in the top right.
3. The **Create project** dialog opens with your quotes that don't yet have a project, split into two groups: **Ready for execution** (already accepted) and **Other quotes** (still in *Draft* or *Sent*). Each quote shows its status, client, and value. You can filter the list with the search box.
4. Click an **accepted** quote and the project is created straight away — no extra confirmation.
5. Click a quote that **isn't accepted yet** and the dialog slides to a confirmation screen. It shows the status change (*Draft* or *Sent* → *Accepted*) and a summary of the quote. Confirm with **Accept and create** — the quote is accepted automatically. Use the back arrow or **Cancel** to return to the list.

The project is created immediately and inherits from the quote:

- **Client** and contact details.
- **Project address** entered in the quote.
- **Scope of work**: every service from rooms plus any additional items becomes a checklist item (one service = one task to tick off).
- **Value** of the quote becomes the project value.

## Initial status

The new project's status is set automatically based on the quote's start date:

- If the start date is in the future or wasn't entered, the status is **Planned**.
- If the start date has already passed, the status is **In progress**.

You can change the status manually at any time.

## Limits

- A project can be created from a quote in status **Draft**, **Sent**, or **Accepted**. Quotes in status **Rejected** and **Expired** won't show up in the picker.
- Each quote can have **only one** project. Once you create one, that quote disappears from the picker.
- If you accidentally pick the wrong quote, you can delete the project from the project view. Deletion also removes the checklist, payments, and expenses tied to it.

## What's next

- [How a project differs from a quote](/helpcenter/projects/what-is-project)
- [Run the project checklist](/helpcenter/projects/checklist)
- [Share project progress with the client via a link](/helpcenter/projects/sharing-project)