Step 1: Create a project
Start your production — set the title, client, currency, and which tools the project uses.
Everything in CrewGrid happens inside a project — a single production with its own budget, timeline, crew, and call sheets. In this step you'll create one for your production.
You need an organization account to follow along — see Creating an account if you don't have one yet.
Open the new-project form
From Projects in your organization sidebar, start a New project.
Fill in the basics
- Project title — the production's name.
- Client — who it's for.
- Domestic currency — the main currency for the budget.
Shoot dates aren't set here — you add them afterwards, in the project's settings.
📷 Screenshot:
/images/docs/tutorial-producer/new-project.pngThe new-project form with title, client, modules, and currency. Alt: A create-project form showing a title field, client field, a module picker, and a currency selector.
Choose the project's tools
The Modules picker decides which production tools this project uses. All of them start ticked:
- Budget
- Timeline
- Staffing
- Call Sheets
- Locations
For this tutorial, keep at least Budget, Timeline, Staffing, and Call Sheets ticked — the next five steps use all four. Untick anything you know you won't need; you can add tools back later, so it's fine to start lean. Overview, Documents, and Settings are always included.
Create it
Click Create project. You land on the project's Overview — the home page for everything you're about to build.
Project limits
You now have a project. Next you'll lay out the shoot itself.
Where to go next
- Next: Step 2: Build the timeline
- Go deeper: Creating a project