Create a project: from scratch, a playbook, or a won quote

There are three starting points for a new project in Current: build it from scratch, clone it from a playbook, or convert it straight from a won quote. All three end up in the same place — a project with phases, tasks, and (optionally) a link to your PSA — so pick whichever gives you the most of the work already done.

Click New project from the Projects list. The dialog asks for the basics — you can refine phases, tasks, and dependencies afterward.

1. 1
   Name the project

   A short, specific name works best, e.g. "M365 tenant migration."
2. 2
   Pick a partner (optional)

   Start typing a partner's name. If it doesn't already exist in Current, typing a new name creates it.
3. 3
   Choose Current-native or PSA-synced

   Current-native is the default: the project lives entirely in Current, with no PSA sync — ideal for internal or cross-department work. The synced card — named for your connected PSA, Autotask-synced or ConnectWise-synced — turns on bidirectional sync, with your PSA staying the source of truth for time, billing, and financials.
4. 4
   Flag it as post-merger integration (optional)

   The PMI toggle marks the project as an M&A / integration engagement so it appears in PMI reporting.
5. 5
   Click Create project

   The project opens straight into its Overview, ready for phases and tasks.

Playbooks are reusable project templates — the fastest way to start a project you've run before (a standard onboarding, a Microsoft 365 migration, an acquisition integration). Open Start a project from a playbook, pick the playbook, and Current clones its phases, tasks, and dependencies into a brand-new project.

1. 1
   Pick a playbook and name the project

   Choose from your saved playbooks and give the new project its own name.
2. 2
   Choose a schedule direction

   "From a start date" schedules forward from a kickoff date; "Back from a deadline" schedules every task backward from a go-live date.
3. 3
   Decide where it lives

   Keep it Current-only, or sync it to your PSA — the partner you attach must already be linked to a company in your PSA if you choose to sync.
4. 4
   Keep saved assignments (optional)

   Turn this on to restore the playbook's saved per-task assignees, as long as those people are still active in your workspace.
5. 5
   Attach an acquisition (optional)

   For PMI work, link the project to an existing acquisition or create a new one on the spot.
6. 6
   Click Create project

   If you chose PSA sync, Current builds the project, phases, and tasks in your PSA automatically — this can take a few passes on a large playbook, and it resumes on its own if the PSA's rate limiting pauses it.

When a quote is marked won — in ScalePad Quoter (paired with Autotask) or ConnectWise CPQ (paired with ConnectWise PSA) — it lands in the pending-quotes queue. From there, the conversion wizard can build a project straight from the quote's line items — see "ScalePad Quoter: turn won quotes into projects and charges" or "ConnectWise CPQ: turn won quotes into projects and charges" for the full handoff flow.

• ＋The wizard proposes a project name, partner, and PM from the quote, defaulting to your PSA's synced mode.
• ＋You choose how the plan gets drafted: from the quote PDF, from a pasted SOW, from a playbook, or day-one tasks only.
• ＋Four quick onboarding questions (hardware ordering, kickoff call, contract change, hard deadline) shape which day-one tasks get added.
• ＋A final review step shows a dry run — nothing is created until you confirm.