Add Projects

In this article:

All users have permission to add projects and edit the projects they create. Energy Champions can edit or delete any project at their site(s).

Add a Project to a Single Site

You can add a project from four locations (Overview, List, Tile, Detail) by clicking Add Project in the upper right.

  • Enter required fields Project Name, Site, and Status marked with an asterisk (*)
  • Project Number can be left blank. If blank, SENSEI autogenerates the next highest number from the last project at the site.
  • Energy Impact and Effort determine Quadrant
    • Gem = Energy Impact high, Effort low
    • Quick Win = Energy Impact low, Effort low
    • Strategic = Energy Impact high, Effort high
    • Low Priority = Energy Impact low, Effort high
  • Fields not marked with an asterisk (*) are optional. As a best practice, fill out any fields that could be useful for future project prioritization and planning.

Add project page

Add a Project to Multiple Sites

If you have access to multiple sites, check the box of more than one site to add a project to multiple sites. A message confirms you are about to create a project for multiple sites. 

Selecting multiple sites to add a project

Did you know?

Once created, these projects are independent of each other and must be managed separately.