There are several methods to create a project. Either by turning a won opportunity into a project, or by creating a project directly from a CRM contact card or from the Projects module.
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Turn an existing opportunity into a project
Opportunities Module > Opportunity card > Positionings tab
To turn an opportunity into a project, you must have assigned at least one resource to the relevant opportunity (see Assign a resource to an opportunity)
From the "Positionings" tab of the opportunity, set the stage of your candidate/resource's positioning to "Won"
Click "Yes" in the tooltip that appears on the screen. Your project is created!
Nota Bene
For Time & Materials / TA opportunities:
When you change the stage of a resource's positioning to "Won", the tool will by default suggest creating a new project for each resource. If you want to assign several resources to the same project, when qualifying the stage of the positioning to "Won", select the reference of the already created project in the dropdown list in the tooltip that appears on the screen, then click the "Yes" button.
For Fixed-Price opportunities:
When you change the stage of a resource's positioning to "Won", the tool will by default suggest assigning each resource to the same project.
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Create a project directly from a CRM contact card
CRM Module > Contacts
Click the " + " button at the top right of the card (1) or on the "Projects" tab of the card (2)
Enter the title of the opportunity related to the project in the tooltip that appears on the screen. The tool requires you to define an initial opportunity for each project creation
Choose the project type using the dropdown list (Time & Materials / TA, Fixed-Price or Product)
Search for a resource
Click the "Yes" button to create the project
If you create a Fixed-Price project, the Resource field is no longer a prerequisite. You will still be able to link resources to the project directly from the Deliveries tab.
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Create the project directly from the Projects module
Projects Module > Projects
Click the " + " at the top right of the module
Enter the title of the opportunity related to the project in the tooltip that appears on the screen. The tool requires you to define an initial opportunity for each project creation
Choose the project type using the dropdown list (Time & Materials / TA, Fixed-Price or Product)
Search for the CRM contact you want to associate with the project
If it is a Time & Materials project, search for a resource
Click the "Yes" button to create the project
If you create a Fixed-Price project, the Resource field is no longer a prerequisite. You will still be able to link resources to the project directly from the Deliveries tab.
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Go further in qualifying your project
Here are some tutorials you may find useful: