Related document:

• Document 1
• Document 2

Related User Stories

• [Feature] Projects Management | View Projects in Grid and List View #3311
• [Feature] Projects Management | Search and Filter Project in the List Page #3312
• [Feature] Projects Management | Sort Project in the List Page #3314
• [Feature] Projects Management | Export Projects data #3315
• [Feature] Projects Management | Archive Active Project #3316
• [Feature] Projects Management | View Archived Project #3317
• [Feature] Projects Management | Restore Archived Project #3318
• [Feature] Projects Management | Manage Project's Team Member in Add and Edit Project Page #3319
• [Feature] Projects Management | Link Related Project in Add and Edit Project Page #3320
• [Feature] Projects Management | Delete Project #3321
• [Feature] Projects Management | Edit Existing Project  #3332

As a team manager, I want to create comprehensive new projects so that I can effectively plan, track, and manage team initiatives while maintaining proper budget controls

Description

Team managers need the ability to initiate new projects in Ever Teams with detailed specifications including budgetary constraints, timeline parameters, and essential project metadata. This capability ensures proper project setup from inception, enabling effective resource allocation and project tracking.

Flow

1. Manager navigates to Projects page
2. Clicks "Create New Project" button
3. System displays multi-step project creation form:
   • Step 1: Basic Information
     • Project Title
     • Description
     • Status
     • Start/End Dates
     • Website URL
     • Project Image
   • Step 2: Financial Settings
     • Budget Amount
     • Budget Type (Cost/Hours)
     • Currency Selection
     • Billing Configuration
   • Step 3: Categorization
     • Labels
     • Tags
     • Color Code
   • Step 4: Team Configuration
     • Assign Managers
4. Manager completes required fields
5. System validates input
6. Manager reviews project summary
7. Confirms project creation

Design

Figma Link: https://www.figma.com/design/80BIezvQ8KEwXakzfSFFie/Ever-Gauzy-Teams?node-id=12567-113403&t=cTS6GY67mPHhYFVf-1

Acceptance Criteria

Project Creation Interface

• "Create New Project" button visible on Projects dashboard
• Multi-step form with progress indicator
• Clear validation messages for required fields

Basic Information

• Project title accepts 3-100 characters
• Rich text editor for project description
• Status selection
• Date picker for start/end dates with validation
• URL validation for project website
• Image upload with preview (max 5MB, formats: jpg, png)

Financial Configuration

• Budget amount with decimal support
• Budget type toggle (Cost/Hours)
• Currency selector with 20+ major currencies
• Billing type selection:
  • Flat Fee configuration
  • Hourly Rate setup
  • Milestone-based payment structure

Categorization

• Multiple label selection/creation
• Tag management with autocomplete
• Color picker with preset options
• Custom color input support

Technical

Available:

• API Documentation : https://api.gauzy.co/swg#/OrganizationProject/OrganizationProjectController_create
• Method : POST
• Sample Request URL: /api/organization-projects
• Sample Payload:

{"name":"new try","code":"nht","projectUrl":"https://demo.gauzy.co/#/pages/organization/projects/create?date=2024-12-09&date_end=2024-12-11&unit_of_time=week&is_custom_date=true","owner":"CLIENT","organizationContactId":null,"startDate":null,"endDate":null,"memberIds":["c9e510eb-1b70-416b-aeb4-4d718069f59d","67bc34b6-bc7e-4f60-9e96-e5a242ed706f"],"managerIds":["7988eb32-6ac3-4d5c-9d75-07d1a5021f2e"],"teams":[{"deletedAt":null,"id":"66976949-4e4c-4426-b670-f359c8e39ac3","createdAt":"2024-12-07T13:10:23.000Z","updatedAt":"2024-12-07T13:10:23.000Z","isActive":true,"isArchived":false,"archivedAt":null,"tenantId":"73a81ed0-6d9c-47c1-9a80-6f087c146fc6","organizationId":"d9d81137-d885-4cea-bd63-9aedac8ee0ee","name":"Designers","color":null,"emoji":null,"teamSize":null,"logo":"https://dummyimage.com/330x300/8b72ff/ffffff.jpg&text=D","prefix":"DES","shareProfileView":true,"requirePlanToTrack":false,"public":false,"profile_link":"designers","createdById":null,"imageId":null,"image":null},{"deletedAt":null,"id":"7336a160-3f6d-4336-b883-8710c3938bfd","createdAt":"2024-12-07T13:10:23.000Z","updatedAt":"2024-12-07T13:10:23.000Z","isActive":true,"isArchived":false,"archivedAt":null,"tenantId":"73a81ed0-6d9c-47c1-9a80-6f087c146fc6","organizationId":"d9d81137-d885-4cea-bd63-9aedac8ee0ee","name":"Contractors","color":null,"emoji":null,"teamSize":null,"logo":"https://dummyimage.com/330x300/ffaf26/ffffff.jpg&text=C","prefix":"CON","shareProfileView":true,"requirePlanToTrack":false,"public":false,"profile_link":"contractors","createdById":null,"imageId":null,"image":null}],"description":null,"tags":[],"billing":"RATE","billingFlat":true,"currency":"IDR","budget":null,"budgetType":"hours","openSource":null,"openSourceProjectUrl":null,"color":null,"taskListType":"GRID","public":null,"billable":null,"imageId":null,"organizationId":"d9d81137-d885-4cea-bd63-9aedac8ee0ee","tenantId":"73a81ed0-6d9c-47c1-9a80-6f087c146fc6"}

• All data is available in the API