Creating or Cloning projects is only available to Administrators.

Creating or Cloning a project is achieved through the web Platform (https://platform.harbr.com).


Both options for Create Project and Clone Project are available in the Main Navigation Menu. This menu is available in every interface of the web Platform towards the top left of the interface represented by 3 vertically stacked bars.


Screenshot below




Create a new project


  1. Open the Main Navigation Menu.
  2. Select Create Project.
  3. All fields are mandatory.
    • Name
      • The new project's name.
      • This can be edited in Site Info once the project is created.
    • Company Name
      • Use this to define a User Manager grouping for the Project Owners Company or Department.
      • This can be edited in User Manager once the project is created.
    • Job Number
      • An identifier that is relevant to the Project Owner.
      • This can be edited in Site Info once the project is created.
    • Expected Start Date
      • This is used to determine certain calculations regarding the project timeline and percentage of completion.
    • Expected End Date
      • Used in conjunction with Expected Start Date for project calculations.
    • Enter Project Location
      • Specify the physical location of the project.
      • This is used for setting the correct timezone for notifications and reporting digests.
  4. Submit to create the new project.
  5. Navigate back to the Home View via Main Navigation Menu to select the new project.


Screenshot below


Create Project

Clone an existing project


  1. Open the Main Navigation Menu.
  2. Select Clone Project.
  3. Step 1: Project Picker. Select the project you wish to clone. This list will show all projects including archived.
  4. Step 2: Clone Users is optional. The person cloning this project will automatically be added to the new cloned project.
    • Selecting users to clone will also automatically assign them to the tasks that they are assigned to in the original project.
  5. Step 3: New Project Start Date. Choose the new start date for the cloned project.
    • Only the current date or a future date may be used.
  6. Clone to create the new cloned project.
  7. Navigate back to the Home View via Main Navigation Menu to find the new cloned project.
    • The cloned project will be set up using the original project name with [clone] appended.
    • Project name can be edited in Site Info.


Screenshot below