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.
Start a new project setup
To add a new project, select + New from the left navigation menu.
Expanded left nav view:
Collapsed left nav view:
If this is your first time creating a project, be sure to check out our guide to setting up a project using the Prospecting Assistant.
If you do not see the option to add a new project, your Account Owner/Admin may have assigned you a role that limits your ability to create a new project. Get in touch with them if you need to start a new project! If you're unsure who the Account Owner or Admins are, 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. Navigate to the Project Actions menu (vertical 3-dot button) for the desired project listed in the left nav menu. From there, select Delete.
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 saved opportunities, along with their data (Notes, Tasks, etc.), 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.
Upgrade for greater project capacity
If you need more projects than your plan allows, consider upgrading to a plan that includes more project workspaces. This will also help you unlock any "locked" projects. Compare project capacities and features on our Pricing page to choose the best plan for your needs — don't hesitate to reach out to our 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.
Keeping project capacity available is key to Instrumentl's successful prospecting & tracking model. To learn more about project functionality, take a look at our high-level project overview.
Contact us
Have any questions about projects? We have answers! Message our friendly Support team when logged in, or email us at hello@instrumentl.com.