---
title: "Project Creation - Workflow Guide"
slug: "project-creation-workflow"
updated: 2026-05-12T16:19:39Z
published: 2026-05-12T16:19:39Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Project Creation - Workflow Guide

> [!NOTE]
> This article covers the workflow in two ways: a quick visual guide and a video walkthrough.

This workflow walks you through the required steps to set up a new project in Reveal. Following this sequence ensures your data, users, and permissions are structured correctly before work begins.

## What You'll Need

Before you begin, make sure you have:

• Project Administrator or equivalent permissions in Reveal

• The required company and client information

• User details for anyone who needs access to the project

## Quick Visual Guide

![Steps to create a company, client, project, and user in Reveal software.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-1770841684467(1).png)

## Video Walkthrough

[WORKFLOW SEQUENCE - REVEAL PROJECT CREATION.mp4](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/WORKFLOW%20SEQUENCE%20-%20REVEAL%20PROJECT%20CREATION%20-%20final.mp4)

## Related

- [Create a Production Set (Work Folder)](/create-a-production-set.md)
- [Download Archives – Download Manager](/download-archives-download-manager.md)