Creating a Project
How to create a new SpecGraph project, choose a template, and configure the initial settings.
Creating a Project
A project is the starting point for everything in SpecGraph. You create one project per product initiative, feature release, or specification effort. Projects contain all the documents, requirements, conflicts, and approvals tied to that initiative.
Who Can Create Projects
Project creation requires admin or owner role within your organization. If you don't see the New Project button, contact your organization administrator.
Starting a New Project
From the Projects page or the Dashboard, click the New Project button. This opens the project creation wizard.
Step 1 — Basic Information
Fill in the core details:
Project Name A short, clear title. This appears on project cards, in navigation, and in all exported documents. Keep it concise — something like "Customer Portal Redesign" or "Internal Billing API v2".
Description One to three sentences explaining what the project is and why it exists. This context is important — the AI will read this description when generating the initial PRD. Be specific about the problem being solved and the intended audience.
Step 2 — Choose a Template
Templates pre-fill the PRD with a sensible section structure for your project type. Choosing the right template saves time and ensures the AI generates a more relevant document.
| Template | Best For |
|---|---|
| Internal Portal | Internal-facing web apps used by your own team or organization |
| Data Tool | Data analysis, reporting, or business intelligence applications |
| Workflow Automation | Tools that automate or streamline internal business processes |
| Analytics Dashboard | Metrics, monitoring, and data visualization products |
| Integration Platform | Systems that connect multiple third-party services or APIs |
| Customer-Facing Product | External-facing products used directly by end customers |
If none of these fit precisely, choose the closest match — you can always adjust the PRD sections later.
Step 3 — Survey Deadline
Set the date by which all departments must submit their survey responses. This date is displayed to department contributors when they open their survey, so set it with enough lead time for everyone to participate thoughtfully.
A good rule of thumb is 5–10 business days from the survey open date, depending on the complexity of the project and how many departments are involved.
Creating the Project
Click Create Project to save. You'll be taken directly to the project's Documents page, which is the next step in the workflow.
What Happens After Creation
Your project enters the Gathering phase. During this phase you can:
- Upload documents for the AI to read.
- Edit the project name and description.
- Change the survey deadline.
- Delete the project if needed (this is not reversible).
Once you click Generate PRD, the project moves to the Generating phase and PRD generation begins.
Editing a Project
You can edit the project name, description, and deadline from the project detail page at any time before the PRD is locked. Click the edit icon next to the project name or navigate to the project settings.
After the PRD is locked, the project metadata becomes read-only.