Gather the inputs
Collect the approved source material you have:- customer request or discovery notes;
- statement of work or proposal;
- technical standards and account constraints;
- relevant files and diagrams;
- a suitable template;
- comparable completed projects;
- target dates, contacts, lead, members, and billing method.
Create the project
1
Open Projects
Select New Project.
2
Set the project properties
Enter the name, lead, account, contacts, members, type, billing method, start date, target date, and description that are known.
3
Add source material
Choose useful templates or prior projects and attach supporting files. Prefer the smallest authoritative set.
4
Tell Forge what to produce
In the prompt, state the outcome, hard constraints, required milestones, assumptions to validate, and the expected level of detail.
5
Choose the creation path
Create invokes the agent to build the initial work plan. Create without Agent creates the project shell when you want to structure it manually.
6
Review before committing
Check facts, hypotheses, unanswered questions, tasks, estimates, dependencies, owners, and exclusions.
A useful scoping prompt
Build a proposed work plan from the approved statement of work and the attached discovery notes. Treat the statement of work as authoritative. Separate confirmed facts, assumptions, and open questions. Include customer responsibilities, internal review gates, rollback or recovery steps, and acceptance criteria. Flag anything that conflicts with the target date.
Validate the first plan
Do not treat a generated plan as approved scope. Confirm:- every deliverable traces to an approved requirement;
- exclusions have not reappeared as tasks;
- assumptions have an owner and validation step;
- estimates include coordination and validation work;
- dependencies are ordered;
- customer responsibilities and decision dates are visible.