> ## Documentation Index
> Fetch the complete documentation index at: https://docs.prophic.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Project and Run the Scope Pipeline

> Set up a new Prophic project, attach requirements and documents, and run the five-stage pipeline from analysis through proposal.

In Prophic, a project represents one RFP or client engagement. It holds the requirements, all five pipeline stages, the team's edits, and the final proposal. A project maps to a single client engagement, not a single document. A client may send several documents, all managed inside the same project through scope versions.

## Before you start

* At least one **Service Role** configured under **Configurations, then Service Roles**.
* At least one **Configuration Template** configured under **Configurations, then Configuration Templates**.
* At least one **Proposal Template** configured under **Configurations, then Proposal Templates**.
* A **Customer** record helps, but you can also create one inline during project creation.

## Create the project

<Steps>
  <Step title="Open New Project">
    Click **New Project** from the Dashboard or the Projects list.
  </Step>

  <Step title="Name and customer">
    Enter a project name and select a customer. Create a new customer inline if needed.
  </Step>

  <Step title="Project type">
    Set the project type: **Fixed Bid** or **Time & Material**.
  </Step>

  <Step title="Payment frequency">
    Set the payment frequency: **Milestone Bound** or **Quarterly**.
  </Step>

  <Step title="Dates">
    Set start and end dates if known.
  </Step>

  <Step title="Configuration Template">
    Select a **Configuration Template**. This sets the service roles, rates, hours per day, and buffer percentage for this project.
  </Step>

  <Step title="Create">
    Click **Create Project**.
  </Step>
</Steps>

## Add requirements to a scope version

After the project is created, open the **Scope** tab. Click **Add Scope Version** (or use the default V1). Paste raw text into the requirements editor or click **Add Document** to upload a PDF or DOCX file. Multiple documents can be attached to the same scope version. Save the requirements when finished.

## Run the five stages

The project surfaces five sequential stage tabs across the top. Each stage builds on the previous one, but any stage can be accessed at any time and skipped when needed.

1. **Requirement Analysis**: click **Generate Analysis** to produce the seven analysis sections.
2. **Functional Specification**: click **Generate FSD** to lock the scope before estimation.
3. **Work Breakdown Structure**: click **Generate WBS** to build the effort hierarchy.
4. **Summary**: review totals and click **Generate Proposal**.

For a stage-by-stage breakdown, see [Pre-sales workflow](/concepts/pre-sales-workflow). For WBS editing details, see [Edit the WBS](/guides/editing-the-work-breakdown).

## Change requests via scope versions

When the client sends a revised brief, add a new scope version in the same project. Prophic re-analyzes the requirements and flags what changed against the previous version, including which assumptions and open questions were addressed and which remain open.

<Tip>
  Any stage can be skipped when your process does not require it. You can also access any stage at any time, so you are never locked into a linear flow.
</Tip>

<CardGroup cols={2}>
  <Card title="Pre-sales workflow" icon="layers" href="/concepts/pre-sales-workflow">
    Understand what each pipeline stage produces and when to use it.
  </Card>

  <Card title="Edit the WBS" icon="code" href="/guides/editing-the-work-breakdown">
    Adjust tasks, hours, roles, and complexity before you recalculate totals.
  </Card>
</CardGroup>


## Related topics

- [27 Client Discovery Questions Before You Quote a Project](/resources/discovery-questions.md)
- [How Prophic's 5-Stage Pre-Sales Pipeline Works](/concepts/pre-sales-workflow.md)
- [Projects vs Quick Quotes: Choose the Right Workflow](/concepts/projects-vs-quick-quotes.md)
- [What Is Prophic? The Pre-Sales OS for Agencies](/introduction.md)