Goal: Create your first project in Vyndra in under 3 minutes so you have something to manage.

Who this is for: Anyone with permission to create projects (typically PM, Portfolio Manager, PMO, Admin, or System Admin roles).

What you'll need: A Vyndra account, and a rough idea of what you want to track — a real project, a personal initiative, or even a sample one to learn the tool.

Steps

1. From the sidebar on the left, click All Projects.

2. Top-right of the All Projects page, click + New Project. (If you don't see the button, your role doesn't have permission — ask your admin.)

3. The Create New Project dialog opens. Pick a starting point at the top:

   • Blank Project — start from scratch
   • One of the 13 prebuilt templates (Data Migration, Software Launch, Marketing Campaign, Compliance/Audit, Construction, etc.) — pre-fills phases, budget categories, and a starter WBS
   • Templates show how many tasks and cost lines they include

   

4. Fill in the Project Details section:

   • Project Name (required) — what your team calls this work (e.g., "Q3 Customer Portal Redesign")

   • Code (required, auto-generated) — short code like LA0-001. Auto-generated from your workspace prefix; edit if you want a custom code

   • Project Manager (required) — defaults to you; reassign if needed

   • Portfolio (optional) — pick a portfolio to roll this project up into, or leave as "Standalone"

   • Phase — defaults to Planning; pick whichever phase you're starting in

   • Start Date / End Date — your best estimate; refine later

   • Budget (required) — total project budget in dollars

   • Development Approach (required) — choose how you'll deliver:

     • Predictive (Waterfall) — sequential phases, stable scope
     • Agile — iterative, evolving scope
     • Hybrid — mix of both
     • Scaled (SAFe) — for enterprise programs (requires SAFe module)

     

5. Click Create Project. You'll land on the project dashboard.

What you'll see

Your new project dashboard, with a few key things:

• "Get [project name] into shape" onboarding card with 5 quick actions: Fill in the charter, Build the plan, Identify stakeholders, Capture early risks, Set the first milestone. These disappear as you complete them.
• Project Health badge (On Track by default) and a phase progress bar showing Initiating → Planning → Executing → Closed.
• Status, Approach, Progress controls to update overall project state at any time.
• Quick-open buttons for Charter, Plan & WBS, RAID Log, and Meetings.
• A Project Sidebar on the left with: Dashboard, Project Charter, Project Plan, Work Tracker, plus a LOGS section (Risk Register, Issue Log, Action Log, Decision Log — and you can enable additional log types).
• Lower-page panels: Project Timeline, Vyndra AI (Risk Scan + Ask AI), Earned Value Management, Project Team, Recent Activity, Project Discussion, Files & Attachments, Stakeholders.

Don't be overwhelmed — most teams use a small subset. The next guides walk you through what matters.