How do I create a new project?

In Waffy, a project serves as the overall framework for an agreement or deal. It can include one or more transactions. This separation allows you to manage a larger agreement—such as a construction contract or property sale—through multiple payments linked to different milestones, without having to enter the parties’ details for each transaction.

Here’s an example of creating a project for a Property Sale Agreement in Al Bonyan Compound, Riyadh.

Creating a project

From the dashboard:

  1. Click Create New Project at the top left of the screen.
  2. On the project details page, enter the following:
    • Title: Enter a clear, concise name for your project.
    • Description: Briefly describe the project.
    • Click Next to create the project.
  3. Once the project is created, click Save Project and Continue Later if you want to save it and continue at another time.

If you want to add a transaction, you can continue by entering the details of the first transaction.

Note: A project is only the overall framework. Financial details such as the amount, parties, and terms are added later at the transaction level. If your project involves multiple milestones, you can add several transactions to the same project without creating a new project each time.

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