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Brakzon Atlas Guides

Browse step-by-step guides for setting up your company, managing projects, tracking finances, and using every major feature with confidence.

Create and delete projects

Start a project cleanly and remove it safely when needed

Projects are the main operational containers in Brakzon Atlas.

How to create a project

Create a new project when you need a separate area for a client, site, campaign, branch, or business unit.

Recommended cases for a new project:

  • one client with separate delivery scope
  • one construction site
  • one service engagement
  • one internal business initiative

What to prepare before creation

Before creating the project, decide:

  • project name
  • description
  • start date
  • expected end date
  • whether workers tracking is needed

Recommended naming examples

  • Client A - Baghdad Site
  • Retail Expansion - Basra
  • Maintenance Contract - 2026

What to do after creation

After the project is created, open the dashboard and continue with:

  1. project settings
  2. budget setup
  3. income setup if needed
  4. expenses
  5. contracts
  6. exchange records if multiple currencies are used
  7. workers if labor tracking is required

When to create a separate project instead of reusing one

Create a new project if:

  • the customer is different
  • the budget must be reported separately
  • expenses should not mix with another site
  • contracts belong to a different delivery scope

Delete a project

Delete a project only when it should no longer exist in the system.

Deletion impact

Deletion permanently removes project-linked records.

This may include:

  • budget items
  • expenses
  • contracts
  • workers and related project records

Safe deletion checklist

Before deleting, confirm:

  • reports were exported if necessary
  • stakeholders no longer need the history
  • the project was created by mistake or is no longer valid
  • the team understands deletion is permanent

If you only want to stop using a project

If the project should stay in history, do not delete it.

Instead:

  • change the status to Completed
  • or change the status to On hold

That keeps historical reporting intact.