In this article, you will learn how to easily create a new project in RecMan.
RecMan is built around projects. Whether you're creating a request, a new staffing assignment, a recruitment assignment, or a job posting, each ultimately requires a project. This helps keep track of everything in the system.
To create a new project, click the Plus button and select Create Project. You can find the button to create the project in several places in the system, including the company card.
A consistent four-step wizard guides you through project creation, with a progress indicator updating as required fields are filled. The fourth step appears for Workforce & Recruitment projects (not for ATS).
- Step 1 – General Information: Project name, type, responsible co-worker (auto-filled), company, department, co-workers, and optionally a template. It's a good idea to give your project a unique name, as this will help you find it again later. There are several types of projects, and we have explained them in the article Projects module. You can change the project type later on the project card. You cannot change the company associated with the project after it has been created.
- Step 2 – Additional Information: Phase, period, value, description. Service type and pipeline group appear depending on the project type.
- Step 3 – Custom Fields: Configure all department custom fields during creation — no need to set them up separately afterward.
- Step 4 – Economy: Invoice currency (auto-filled from department), salary currency, invoice references, and notes. Workforce customers also have a Cost Center field here.