Quickstart: Set up your first project

Updated October 30, 2026 · Applies to Stakeholder ONE 1.3

In this quickstart, you set up a project from scratch: you create the customer's account, add its sponsor as a stakeholder, create the project, and plan a milestone and a risk. It takes about ten minutes.

Prerequisites

  • A Stakeholder ONE account with a role that can create accounts and projects, such as Project Manager. See Sign in to Stakeholder ONE.

Create the account

  1. Select Accounts in the top bar, and then select New account.
  2. Enter the Account name, set Type to Customer, and select Create.

Add the sponsor as a stakeholder

  1. Select Stakeholders, and then select Add stakeholder.
  2. Enter the sponsor's Name, Role and Email, and choose the account you just created in Account.
  3. Set an Engagement level (1-10), and select Add.

Create the project

  1. Select Projects, and then select New project.
  2. Enter a Title and a Start date, choose your Account, and choose the stakeholder you added as Sponsor.
  3. Enter a Budget if you have one, and select Create.

Plan a milestone

  1. In your new project, select the Schedule tab, and then select Add event.
  2. Enter a Title, such as "Kick-off complete", set Type to Milestone, choose a Date, and save.

The milestone appears on the timeline and Gantt chart.

Log a risk

  1. Select the Risks tab, and then select Add risk.
  2. Enter a Title, choose the Likelihood and Impact, describe the Mitigation, and select Save.

Your project now has an account, a sponsor, a milestone and a risk. It appears on the Dashboards, under My projects on the My Activities tab.

Next steps