# Creating a Project

> Create a construction project in four steps so every inspection you order has the right lender, parties, address, and budget.

Product: RAZE Ordering Engine
Source: https://getaraze.com/tools/ordering-engine-create-a-project
All guides: https://getaraze.com/tools

## Quick Reference

- Click + Add Project.
- Step 1: choose the Institution, Project Type, Borrower, and Contractor.
- Step 2: enter the property address and details.
- Step 3: add budget lines that total exactly 100%.
- Step 4: review everything, then confirm.

## Before You Start

- The borrower and contractor already exist in People.
- You have the construction budget, ideally in a spreadsheet.

## Step 1: Fill In Basic Info

**Choose the Institution.** The Institution sets the templates, the workflow, and how inspectors are matched to the project.

![Step 1: Institution, Project Type, Borrower, and Contractor.](https://getaraze.com/images/docs/ordering-engine/ordering-engine-create-a-project/01-basic-info.webp)

**Choose the Project Type.** The Project Type controls how inspections are routed.

**Select the Borrower and Contractor.** Pick both from People. They are notified automatically as the project moves forward. Then click Next.

## Step 2: Add the Property Details

**Enter the address.** Step 2 asks for the property address and residential details. Click Next when they are complete.

## Step 3: Set the Budget

**Name the budget.** Enter the Budget Name, Budget Type, and Limit, for example Construction Base, Internal, $1,000,000.

![Step 3: budget name, type, and limit, the template buttons, and Next Step.](https://getaraze.com/images/docs/ordering-engine/ordering-engine-create-a-project/02-budget-setting.webp)

**Add the line items.** Click Download Template, fill it in, and click Load Budget to import every line at once. Or click Add an Item for each line: name, percent of the total, and an optional amount.

**Click Next Step.** Review & Confirm shows the full summary.

## Step 4: Review and Confirm

**Check the summary.** Review & Confirm shows everything before the project is created. Go back to any step to fix it, then confirm.

## Tips

**DO**
- Add the borrower and contractor in People before you start.
- Import the budget from the template instead of typing each line.
- Plan the budget categories before the first inspection.

**WATCH FOR**
- The Institution and budget are hard to change once inspections exist.
- Budget lines must total exactly 100%.

## Troubleshooting

**Q: The borrower isn't in the list.**
A: Borrowers and contractors come from People. Add them there, then return to the wizard.

**Q: I can't get past the budget step.**
A: The line percentages must total exactly 100%. Adjust the lines until they do.

**Q: I made a mistake in Step 1.**
A: Click Previous to go back. Nothing is created until you confirm on Review & Confirm.

## Need Help?

Email RAZE support at contact@getaraze.com, or send a support request from https://getaraze.com/tools.