--- title: How to create a project in Skipp slug: how-to-create-a-project-in-skipp docTags: createdAt: 2024-03-08T19:20:14.518Z --- The best way to learn is by doing, so let's create a test project in just 20 minutes. Log into the [Skipp portal](docId\:A6snaoZMNU-He3PKnD4uN) and follow along with the video or written instructions below: ::loom{url="https://www.loom.com/embed/b10387ddedfa4a47a78d234aed02bb1e?sid=9df7ae57-a4fb-4cff-a335-79c0d55a385d"} :::::WorkflowBlock ::::WorkflowBlockItem **Create a new project** - Log in to the Skipp portal - Click the *Create a New Project *button - Enter information for a test project ![](https://api.archbee.com/api/optimize/9IwlmZMm8HsOrnfmgNach--xi3wzbhIp1X76dzcgJE1-20241024-184034.png) :::hint{type="warning"} Make sure to include "test" in the title of your project! ::: [More detail on creating a project here](docId:69GSg42jN3Ot5X4xTdGrP) :::: :::WorkflowBlockItem **Enter project details** You'll be taken to the project [task list](docId\:Gg2B_k5TJ8Wr1LkxB1ByT). The first task listed will be [Enter Project Details](docId\:fnlHY8_v9nfCuVkRGYFnQ): - Click the *Enter Details *button - Click on each section of the renovation questionnaire and fill it out - Once all parts were completed, click the *Submit* button ![](https://api.archbee.com/api/optimize/9IwlmZMm8HsOrnfmgNach-2s5B6H64DyERuJ05IRxzK-20241024-185134.png) ::: :::WorkflowBlockItem **Select a design palette and materials** The second task is [Select a Design Palette](docId:9zdk9YwlFnOXQaKPG6WuT): - Click the *Select Palette* button ![](https://api.archbee.com/api/optimize/9IwlmZMm8HsOrnfmgNach-D_psJs2OkXtVJIR552v7e-20241024-185309.png) - First, select a vendor and product line - You'll then be prompted to select a design palette - Click on a palette to select it ![](https://api.archbee.com/api/optimize/9IwlmZMm8HsOrnfmgNach-YVpoXXuldLCu3CxUS_bY8-20241024-185700.png) ::: :::WorkflowBlockItem **Customize your design selections** Once you select a palette, you'll be taken to the [project workspace](docId\:DIIt81QS6GCgsk765BLkT). Here you'll be able to [select materials](docId\:Af1mT7RlY2Itb8DxV8Gtt) for your design. Next to each material - cabinetry, appliances, etc. - you'll see recommended options and a *Select from Library* button. - Choose one of the recommended options OR click the *Select from Library *button - You'll be prompted to select materials from the library - After making changes to the design selections, always click *Save* at the top of the screen to lock in your changes ![](https://api.archbee.com/api/optimize/9IwlmZMm8HsOrnfmgNach-925DNzIVZjAYamrvvp4kO-20241024-190528.png) ::: :::WorkflowBlockItem **Update your estimate details** Scroll up the page to the price summary to create an estimate for this project. The prices you see here are based on the materials you selected above AND the[project layout](docId\:UAkY1exfoN-AvFd4_-EWA). Make edits to the layout to update your estimate: - Click on one of the layout options to select it - Decide whether to include an island by toggling on/off - Select whether the cabinets are short or tall (the exact heights vary based on are based on the "short" vs "tall" options for that - Input the approximate linear footage of cabinetry(including the length of the island if applicable) - Toggle flooring on/off and adjust square footage (optional) ![](https://api.archbee.com/api/optimize/9IwlmZMm8HsOrnfmgNach-3hqLD-avIvjaDLFh49nTY-20241024-190737.png) ::: :::WorkflowBlockItem **Finalize the estimate** There are several changes you can make before sharing this estimate with a customer. First, click the *Edit* button: ::Image[]{src="https://api.archbee.com/api/optimize/9IwlmZMm8HsOrnfmgNach-b4IDBgAF_o3dss_yRc1Re-20241024-195618.png" size="80" width="654" height="205" position="center" showCaption="false"} Click on the carrot next to the category name to **expand** it and show sub-items: ::Image[]{src="https://api.archbee.com/api/optimize/9IwlmZMm8HsOrnfmgNach-HCBwoUFsyU1djiKfT5GJ0-20241024-195819.png" size="80" width="1708" height="368" position="center" showCaption="false"} Click the toggle next to an item to **remove** it from your quote: ::Image[]{src="https://api.archbee.com/api/optimize/9IwlmZMm8HsOrnfmgNach-cByLhAbdt1jJAoeHbuO5w-20241024-201050.png" size="80" width="1222" height="130" position="center" showCaption="false"} Click the eye icon next to an item to **hide** it from your quote (it'll still be included in the total): ::Image[]{src="https://api.archbee.com/api/optimize/9IwlmZMm8HsOrnfmgNach-IctM-e3d55XeIKSRW9kfF-20241024-201125.png" size="80" width="1208" height="122" position="center" showCaption="false"} Click into a number and type in a number to **override** a line item: ::Image[]{src="https://api.archbee.com/api/optimize/9IwlmZMm8HsOrnfmgNach-fcO5o3BhOBX1KMLjMODd5-20241024-201203.png" size="80" width="1198" height="230" position="center" showCaption="false"} Click on the calculator icon to **calculate cabinetry margins**: ::Image[]{src="https://api.archbee.com/api/optimize/9IwlmZMm8HsOrnfmgNach-zkGGxjKY9kmYJPAjiQBJY-20241024-201232.png" size="64" width="1246" height="948" position="center" showCaption="false"} Make sure to **save** any changes! ::: :::WorkflowBlockItem **Provide measurements** The third and final task in the [project workspace](docId\:DIIt81QS6GCgsk765BLkT) is *Provide Measurements*. You can either choose to upload plans or take a scan of the space with the Skipp 3D app. ![](https://api.archbee.com/api/optimize/9IwlmZMm8HsOrnfmgNach-ZkOz99YT1HSy0JQQ1fN6H-20241024-202118.png) For now, just click *Upload Files* and practice uploading any file. If you'd like to practice using the Skipp 3D app, [click here](docId\:A7cdimuRH4N3pwue9-wTr). ::: :::WorkflowBlockItem Congratulations, you created a test project! For a real project, you would now confirm the project for processing. **Since this is a test project, please don't submit**. If this were a real project, you'd [receive a proposal](docId\:zFWY5TvcwX0zcvO0-pI6H) from Skipp within a few days of submitting the project. You would then [revise](docId:9XkhnIDGHnh5wMsCBUpZ6) the design, create a [price quote](docId\:l4_aR9Y-OrDjRxeW34Vo8), [share](docId\:WbX3n0-YRkN3W9kgiWkig) a proposal with the homeowner, and eventually [generate a P.O.](docId:0aRKrqd5GU4D6nC4klVtE) ::: ::::: If this was a real project, the next steps would be: - Receive a [proposal](docId\:pzHYQAht3MY_8q_VRODbC) from Skipp - Make [revisions](docId:9XkhnIDGHnh5wMsCBUpZ6) to the design - Generate a [P.O.](docId:0aRKrqd5GU4D6nC4klVtE) for the project *** ## What's next? Learn more about what to expect in a [Skipp proposal](docId\:zFWY5TvcwX0zcvO0-pI6H).