---
title: "Creating projects"
slug: "creating-projects"
updated: 2026-03-11T22:01:14Z
published: 2026-03-12T17:39:20Z
canonical: "help.getbuilt.com/creating-projects"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.getbuilt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating projects

### **Overview**

Projects are the foundation of Lien Waiver Management. Every lien waiver, payable, and payment you create will be tied back to a project. In this lesson, we’ll show you the three ways to create projects in Lien Waiver Management and when to use each.

By the end of this lesson, you’ll be able to:

- Create projects in Lien Waiver Management using two different methods.
- Understand best practices for setting up projects to streamline waivers and payments.

---

### **Method 1: One-Off Project Creation (Projects Screen)**

#### Description

Creating a New Project: Follow the steps to set up a new project and specify key details for easy lien waiver tracking.

1. Navigate to the **Projects** tab in the top menu bar.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(508).png)
2. Click **+ New Project**.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(509).png)
3. Complete the fields:
  - **Project Name** (required)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(510).png)
  - **Project Settings Template** (optional)
  - **Project ID** (optional)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(511).png)
  - **Start Date** & **Completion Date** (optional)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(512).png)
  - **Street Address** (required)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(513).png)
  - **City** (required)
  - **State** (required)
  - **Zip** (required)
  - Select the **Owner** of the project (or add a new one)
  - Select your **Internal Project Lead** (required, or add new)
4. Click **Create Project**.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(514).png)

> [!NOTE]
> Note:
> 
> **Best Practice**: Use a Project Settings Template to predefine lien waiver requirements for each payable and configure approvals for Built Payments. You can add a template later if you don’t have one yet.

---

### **Method 2: Quick Project Creation During One-Off Payable**

#### Description

Quick Project Creation During One-Off Payable: Learn how to add a new project via the Add Payable feature.

1. Click the **Payables** tab in the top menu.
2. Click **Add Payable** box.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(515).png)
3. Click **+ Add Manually** box.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(516).png)
4. Click the **Projects** box.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(517).png)
5. Click **Add New**.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(518).png)
6. Complete the fields:
  - **Project Name** (required)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(519).png)
  - **Project Settings Template** (optional)
  - **Project ID** (optional)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(520).png)
  - **Start Date** & **Completion Date** (optional)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(521).png)
  - **Street Address** (required)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(522).png)
  - **City** (required)
  - **State** (required)
  - **Zip** (required)
  - Select the **Owner** of the project (or add a new one)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(523).png)
  - Select your **Internal Project Lead** (required, or add new)
7. Save and continue creating your payable.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(524).png)

> [!NOTE]
> Note:
> 
> **Best Practice**: Quick creation is ideal while setting up an one-off payable. Project templates help auto-create lien waivers per payable and set approvals for Built Payments. To set up your Project’s template, navigate to your project’s settings.

---