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How to create your first project ​

Use this guide to go from account access to a working project shell.

1. Sign in or register ​

Open the authentication flow that matches your situation:

  • /login for an existing account
  • /register for a new account

If your environment exposes Google sign-in, that can also establish the session.

2. Open the projects area ​

After authentication, go to the projects section of the application. This is the entry point for creating and listing project workspaces.

3. Create the project ​

Enter the minimum project details:

  • project name
  • fiscal year
  • optional description

Save the project once those fields are ready.

4. Enter the project workspace ​

Open the new project. From there, you can create sessions, upload files, and move into guided or prompt-driven workflows.

5. Decide the next action ​

Most first projects immediately branch into one of these paths: