Everything in ProjectCAPEX sits under a company. In-house teams add their own company. Consultants add each client as a company. This page covers signing up and adding that first company.
Before you start
You will need
- An email address you can open, for the confirmation link
- A password of at least 6 characters, or a Google account
- The name of the company or client whose programme you are running
How to create your account
- Open the sign-up page
Go to app.projectcapex.com/signup. The page is called "Create your account".
- Enter your details
Fill in Email, Password and Confirm password, then select Create account. Or use the Google button under "or" to sign up with your Google account.
- Confirm your email
If the page says "Check your inbox", open the confirmation link we sent, then come back and select Log in.
- Say how you work
The first time you open Home, it asks "How do you work?". Choose I run projects for my company or I run projects for several clients.
Your answer to "How do you work?" only changes words and what Home shows first. In-house, the app says Company and Projects. As a consultant, it says Client and Clients. Every feature stays available either way, and you can change it later in Settings, Profile.
How to add your company
- Start from Home
A new workspace shows "Let's set up your workspace". Select Add your first company (or Add your first client). Later, use New company at the top of Home or on the Projects page.
- Name it
Type the Company name. The Short code fills in from the name, and you can change it. It is used in project codes.
- Add the details you have
Status, Industry, Region, Primary contact, Contact email, an Accent colour and Notes are all optional.
- Save
Select Create company. It appears on Home and on the Projects page, ready for its first project.
Good to know
- You become the owner of every company you create. The owner can do everything in it, within what its plan allows.
- A new company starts on the Team plan, unless one of your personal plans (Solo, Lifetime Solo or Consultant) covers it. See Plans and pricing.
- If you followed a plan link from projectcapex.com/pricing, the sign-up page tells you where to start that plan after you sign up.
- If someone has already invited you, follow the link in the invitation email, or sign up with the same email address. The invitation is picked up when you sign in.
- You can edit a company later from Home's Portfolio tab: select the pencil next to its name under "Your companies".
- In the demo workspace you cannot add companies. The button says why.
Who can do this
Anyone can create an account. Anyone signed in can add a company and becomes its owner.