Project Creation Wizard

The wizard is the fastest way to build a complete, AI-usable project context.

You do not have to fill everything perfectly on day one. The goal is to capture enough constraints so that Guidance and AI output are specific and actionable.

When to use the wizard

• You are starting a new project from scratch.

• You imported a project from a prompt or a document and want to validate/complete the context.

• You want to run a “context health check” after big scope or timeline changes.

The 11 steps

1) Project description

Write a short description of what the project is.

2) Project goal

Define the primary outcome the project is trying to achieve.

3) Project scope

Clarify what is in scope and what is explicitly out of scope.

4) Success criteria

Add measurable signals that tell you the project is successful.

5) Timeframe

Set target dates or a delivery window. If you are unsure, start with a rough range.

6) Budget

Define budget constraints (money and/or effort). If you don’t track budget, keep this minimal.

7) Main requirements

Capture the most important requirements. These become a strong anchor for prioritization.

8) Technologies & methods

Document the tech stack, tools, or methods you plan to use.

9) Milestones

Add major milestones as checkpoints. These help Timeline and critical-path reasoning.

10) Dependencies

Record external dependencies (vendors, APIs, approvals). Dependencies are a major driver of risk and schedule.

11) Risks

List key risks and, if possible, mitigation ideas.

Tips for high-quality context

• Prefer concrete constraints over generic phrases.

• If something is unknown, state it explicitly (unknown is better than assumed).

• Keep scope boundaries crisp (what you will not do).

• Add risks early; they influence priorities immediately.

Next steps

• Get oriented in the UI: Navigation & Views

• Turn context into work: Action Items

• Prioritize and validate: Guidance

Starting modes

When you create a new project, TensorPM asks "How would you like to start?" and offers three modes:

• "Empty Wizard": start with blank fields and fill in the wizard step-by-step

• "From Prompt": generate initial context from a short description

• "From Document": import a document and extract initial context

Notes:

• The project name is required before you can proceed.

• "Skip Wizard" creates an empty project without running through the wizard steps.