Create a project | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/create-a-project
Publisher: Pixie Technologies LLC

Pixie CRM guide
Create a project

Set a project's customer, billing method, members, schedule and client-visible settings.

Reviewed 8 November 2026; Current CRM forms; 

Where to go
CRM workspace → Projects → New project

Before you start

- Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

- Open Projects and choose New project. Enter Project name and select the Customer.

- Choose Billing type and Status. Set Total cost or the hourly rate only where the selected billing method enables that field.

- Choose Project members, enter Estimated hours where needed, and set Start date and Deadline.

- Review whether progress comes from tasks, add Tags and Description, and check the project's customer visibility settings.

- Review Send project created email and contact-notification choices before saving.

Check the result

- Reopen the project and check its customer, billing type, members, dates and visibility. The billing method controls how later billable work is invoiced.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

Continue with related guidance

Create a task (https://pixiecrm.com/help-centre/create-a-task)Configure project members and permissions (https://pixiecrm.com/help-centre/configure-project-members-and-permissions)Browse Projects, tasks and time tracking (https://pixiecrm.com/help-centre/category/projects-tasks)