Overview
This article explains how to create a Project in Coach OS and when to use this feature. Projects are key containers for grouping cohorts and facilitating data syncs between Coach OS and Momenta.
Use this guide when setting up coaching journeys outside Momenta or when you need to manually create a project for tracking or operations purposes.
Ensure the associated Company has already been created.
Step-by-Step Instructions
Step 1: Ways to Create a Project
You can create a project in three ways:
- From the Dashboard – click the arrow beside the Projects button and choose “Create New Project”
- From the Company creation page – see the Add a Company guide
- From the Project search page
Step 2: Required Fields
To create the project, complete the two mandatory fields:
- Company: Select the applicable Company from the dropdown
- Project name: Use the programme name (e.g. Internal Coaching), and optionally the client name (e.g. BTS Internal Coaching)
Step 3: Optional Fields and Configuration
Additional (optional) settings include:
- Project tag: A 3-letter project ID
- Contact People: Select or create relevant client contacts
- Consultants & PMs: Assign consultant and programme manager roles. First PM listed receives system notifications
- Enable/disable: Research Data, Confidential Notes, MBIR Exercises
- Rebooking limits: Set limits for collective/individual rebookings (see Company article for setup)
- Upload: Documents and resource links
Custom MBIR options are only configurable after the project is created.
Step 4: Link to a Momenta Journey (if applicable)
If the project is tied to a Momenta-led journey, select the relevant Programme from the dropdown to enable Coach-Momenta sync.
Note: This only applies to journeys that are not auto-synced and must be manually linked.
Note: This only applies to journeys that are not auto-synced and must be manually linked.
Role-Based Guidance
Admins
Responsible for project setup and linking to the correct Company. Should also configure document links, rebooking settings, and consultant roles.
Responsible for project setup and linking to the correct Company. Should also configure document links, rebooking settings, and consultant roles.
Program Managers
Assign yourself to the project and verify all information is correct, including Programme linkage if Momenta is used.
Assign yourself to the project and verify all information is correct, including Programme linkage if Momenta is used.
Visual Guide
Click to expand visual aids
Create New Project Screen
Linking to a Programme
Watchouts & Considerations
- Do not manually create Projects for Momenta-led journeys: These are automatically generated.
- Projects link Coach OS and Momenta: Required for bulk uploads and tracking.
- Call provider is set at Company level: Not configurable at the Project level.
- Avoid duplicate Projects: Duplication can cause sync errors or data duplication across platforms.
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