Creating a New Project

Every new schedule in ProjectLibre Cloud starts from the enterprise Portfolio. Click toolbar + Add and the New Project modal offers three modes: Blank (build it yourself), AI (generate from a description), and Import (bring a desktop file). All three land in a real, editable Project → Gantt — then you refine links, baselines, assignments, and teammates like any other plan.

See also: Scheduling · Linking Tasks · WBS · Assigning Resources · Importing Desktop Projects · Resources · Resource Leveling · ProjectLibre AI.

Three ways at a glance

From Portfolio, click + Add. The New Project modal shows the triad Blank | AI | Import. Pick the mode that matches how you want to start — then name (or leave blank where allowed), optionally check Open the project on completion, and confirm.

Portfolio + Add → New Project triad: Blank | AI | Import — from Manually Add a Project

Mode	When to use	Primary action
Blank	Greenfield plan; learn the Gantt spreadsheet	Add Project → set Start on Portfolio row → open → tasks, links, indent, baseline, assign
AI	Fast first draft from a natural-language description; iterate with Copilot	Generate Project — or chat in sidebar Copilot (Ask Libre…)
Import	You already have MSP / Primavera / ProjectLibre Desktop (or related) schedules	Choose file → map/create/leave resources → Import — full chapter: Importing Desktop Projects

Blank — create manually

The Blank path is the best way to learn how ProjectLibre Cloud schedules behave. Start with New Project and build the schedule directly in the Gantt.

Create the blank project

1. Open sidebar Portfolio.

2. Click toolbar + Add → New Project.

3. Select mode Blank. Enter a Project name (demo: New project).

4. Optionally check Open the project on completion. The demo leaves it unchecked so you can set Start on the Portfolio row first.

5. Click Add Project.

Blank mode — name the project, then Add Project

New Portfolio rows default Start to today and Duration to 0d. Edit Start with the calendar picker (demo: 8/5/2026), then open the project with the eye / Indicator control on the row.

Set project Start on the Portfolio row before opening (optional but useful)

Enter tasks, durations, and a milestone

In Project → Gantt, type into Name (demo: Summary, then tasks 1…5) and set Duration (demo: 10d / 10d / 5d / 10d / 0d). A 0d task renders as a milestone diamond. Use zoom (− / +) to change the timescale (3-day, daily, hourly).

Durations on the spreadsheet; 0d = milestone diamond on the Gantt

Link tasks (Finish-to-Start by default)

Drag from one Gantt bar to another to create a default Finish-to-Start link. You can also type predecessor IDs in the Predecessors column. Click an existing dependency line to open Edit Task Dependency — change Dependency Type (for example Start to Start (SS)), set Lag (Days), then Save Changes.

Graphical FS linking by dragging bar to bar

Edit Task Dependency — type, lag, Delete / Cancel / Save Changes

See also: Linking Tasks · Relationship Types & Offsets · Scheduling (status line, critical path colors).

Indent → summary / WBS

Multi-select child tasks and use toolbar Indent to nest them under a summary. Expand/collapse with the triangle; duration and dates roll up. Open Project → WBS for the hierarchical boxes. Red bars on the Gantt are critical-path tasks.

After Indent — summary rollup with expand/collapse

Project → WBS hierarchical view of the same outline

See also: WBS view · Organization & Structures — WBS.

Save Baseline

Open Save Baseline: choose the baseline slot, optionally limit to selected tasks (unchecked Entire project), then Save Baseline. Later schedule edits leave the baseline visually anchored for comparison.

Save Baseline — snapshot of scope (entire project or selected tasks)

See also: Scheduling — Baselines.

Must Finish On constraint

Select a task → toolbar Edit → Scheduling tab → set Constraint Type to Must Finish On and pick a date. The task moves; a constraint indicator appears. For details, see Scheduling — Constraints.

Task Edit → Scheduling — Must Finish On constraint

Assignment % + Peak Units

Select a task → Assign (people) control → Assign dialog: set Assignment % (0% / slider / 100%), then Save. Overlapping assignments surface in the bottom Peak Units histogram (Overallocated / Fully Allocated / Allocated). From there you can open Level resources (Preview / Level) — full procedure in Resource Leveling; pool views in Resources.

Assign — resource + Assignment % → Save

Peak Units overallocation (red) after overlapping assignments — a signal to review resource leveling

See also: Assigning Resources · Resources · Resource Leveling.

Invite teammates (setup wizard)

After the project exists, open your avatar → Options → Run setup wizard. The Invite your teammates step collects name, email, and Role, and can email sign-in credentials when setup finishes.

Avatar Options → Run setup wizard → invite teammates

AI / Copilot

More Copilot workflows: sidebar create/edit, guided tours, roles, and scheduling features are covered under Copilot. This subsection focuses on the + Add → AI → Generate Project workflow and the related Copilot create-project examples.

Path A — Portfolio + Add → AI → Generate Project

1. Portfolio → + Add → New Project → mode AI.

2. Project name is optional — helper: Leave blank to name it from your prompt.

3. Fill Project Description (demo CRM prompt: create a project for implementing a new CRM system, return 20 tasks, link tasks).

4. Optionally check Open the project on completion.

5. Click Generate Project (spinner while generating).

6. Land in Project → Gantt with generated tasks, durations, and FS links (demo: ~20 CRM tasks).

AI mode — Project Description → Generate Project

After generate — full draft schedule on Project → Gantt

Path B — Sidebar Copilot (create or edit)

Open sidebar Copilot. Helper copy invites prompts such as create / link / set % complete. Type in Ask Libre…, click Send, and watch status Thinking… / Working…. Action chips (for example Added task ‘…’) confirm what changed.

Sidebar Copilot — Ask Libre to build or edit your plan…

Iterate — multilingual edits auto-apply

Iterative Copilot edit — five Spanish post-deployment tasks added (auto-applied)

See also: ProjectLibre AI · Creating a new project with AI · Resource Leveling (mentioned in Copilot video; not run there).

Import an existing project

The third New Project mode is Import: choose a desktop file, decide how to handle resources (Create resources / Map resources / Leave unassigned), then Import. That full workflow — formats, mapping, pool prerequisites, and post-import Peak Units — lives in Importing Desktop Projects. This create chapter only points you there so the triad stays complete without duplicating the chapter.

Import mode shows the supported format list → see full How to Import

Jump to: Supported formats · How to import · Imported resource assignments.

Watch the create videos

Video	Link	Focus
Manually Add a Project	youtu.be/40ILjWtLmcg	Blank path — Start, tasks, FS, WBS, baseline, MFO, Assign %, Peak Units, setup wizard
Creating projects with AI and Copilot	youtu.be/Y82nZZGIfVU	AI Generate Project + Copilot iterative edits (Spanish demo)
Import projects (current UI)	youtu.be/XkR2RD8GchA	Primary import path — New Project → Import, Create resources, Peak Units
Import Project (pool matching)	youtu.be/G3tOEX2DppU	Additional options — Leave unassigned / Map / Matching fields / pool prerequisite