Create a Project

Projects are containers for managing related risks together.

Before You Start

You need an active Lydaro account. Sign up if you haven't already.

Steps

1. Go to the Dashboard — Click "Projects" in the app sidebar

2. Click "+ New Project" — Found in the top right of the dashboard

3. Fill in the details:

   • Project Name (required): A clear, descriptive name (e.g., "ERP Migration Programme")
   • Project Code (required): A short unique identifier (e.g., "ERP-2026"). Auto-uppercased.
   • Description (optional): Brief context about the project
   • Start Date (optional): When the project begins
   • End Date (optional): When the project is expected to complete

4. Click "Create" — You'll be taken to the project risk register

Tips

Tip: Use consistent naming conventions across projects. For example: "[Programme Name] – [Phase]" or "[Department] [Initiative] [Year]".

Note: Project codes must be unique within your organisation and cannot be changed after creation.

What Happens Next

After creating a project, Lydaro may suggest creating a "demo risk" to help you learn the workflow. Follow the in-app prompts.

Related

• Create a Risk
• Risk Register