Projects
A project in Trueleveler is one job, and every piece of data in the app is scoped to a project. The Projects view lists every project you have access to, grouped as active or archived, and lets you create, switch, archive, edit and delete projects.
What does the Projects view show?
Projects view lists every project you have access to, grouped by active vs archived. The active project (highlighted in the top bar) is what every other view reads from. Click any project row to switch.
Every control
+ New projectSwitch active projectClick a project row. All sidebar views immediately reflect the new active project.
Archive projectMoves to the archived section. Data is preserved; the project just stops appearing in the default picker. Undo anytime.
Show archived (N)Expands the archived section under the active list.
Edit project detailsRename, change description, change role or defaults.
Delete projectHow many projects does my plan allow?
Project count per plan: Free 3, Trial 10, Pro 10, Business 30, Enterprise unlimited. Access is controlled per organization — see Team & roles.
Common workflows
- New bid: create a project per bid, archive if you lose the award, convert to the active project if you win.
- Multi-phase project: one project per phase, or one per sub-package — whichever matches your contract structure.
- Template: set up a project with default vendors + settings, duplicate it for each new job.