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How to Create a New Project

This article will teach you how to create a new project so you can start creating projections.

Updated over 3 months ago

After logging into Projection Genie, you'll be automatically taken to the Projects page. To create a new project, click on the blue "Create new project" button:

Then you'll be asked to enter:

  • A project name

  • Select the country, state/region, city of where your business would be located

  • Choose how your business will generate revenue

  • Industry of your business

  • How many years of projections you want to create

  • Whether you want to input financial data monthly or quarterly (StartSmart only)

  • And the currency of your choice (StartSmart only)

  • The number of historical years you want to include in your forecast (RunSmart only)

You must fill out all fields to proceed. Once complete, click on the blue "Save" button and you'll have created a new project and taken immediately to the Questions page (for StartSmart users) or asked to connect to QuickBooks for RunSmart users.

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