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How to add a new project

Learn how to create a new project or upgrade for more project capacity

Kyle Ward avatar
Written by Kyle Ward
Updated this week

To get the most out of your account, you'll want to take advantage of the number of project spaces that come with your plan.

To add a new project, select + Project near the top of the left-hand navigation bar:

Purple arrow points toward a purple-outlined button with purple text, labeled "+ Project"

If this is your first time creating a project, be sure to check out our guide to setting up the perfect project.

If you do not see the option to add a new project, your account Owner/Admin may have set User Permissions that limit your project access. Get in touch with them if you need to add a new project! (Not sure who's the Owner or an Admin on your account? Go to Account > Manage team).


Delete a Project to free up space

If you've reached your account's project limit, you can delete a project to free up "space" to add a new one. Click on the vertical three-dot button next the name of the project you wish to remove to open up the 'Project Actions' menu. From here select Delete.

***Please note:

  • While you can replace a deleted project with a new one, deleted projects cannot be "archived" or recovered later - deleting a project results in permanent erasure from the system.

  • Once you delete a project, all of the saved opportunities along with their data (Notes, Tasks, e.g.) will also be deleted. If you wish to retain any grant data, you can transfer opportunities to a different project before you delete the project they're currently saved to.

If you do not wish to delete an active project, but you've reached your project limit, then you can upgrade your plan for additional project capacity. This will also help you unlock any "locked" projects.


Purchase additional project capacity

If you're in need of more projects than available on your plan, consider other plan options to increase the number of project workspaces on your account. Compare project capacities and features on our Pricing page to choose the best plan for your needs β€” don't hesitate to reach out to our Customer Support team for guidance!

Head to Account > Settings > Manage > Change your plan

You'll be taken to the Pricing page where you can browse different plan offerings. To proceed, simply select Upgrade and then Confirm Payment.

Maintaining available project capacity is integral to Instrumentl's successful prospecting & tracking model. To learn more about the functionality of projects, take a look at our high-level project overview.


Contact Us

Have any questions about projects? We have answers! Message our friendly Support team via your the chat bubble when logged in, or email us at hello@instrumentl.com.

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