Create your first project

Sageon Business uses a three-tier hierarchy: Portfolios → Programmes → Projects. You don't have to use all three — for a small org, a single project under a single portfolio is fine.

The fastest path

If you just want to log a project quickly:

Portfolios in the sidebar → + New portfolio → give it a name (e.g. "Delivery 2026")
Programmes → + New programme → pick the portfolio you just made, name it
Projects → + New project → pick the programme, fill in:
- Name — what you call it day-to-day
- Planned start and planned end — your baseline dates
- RAG status — start green; you can update as things change

Click Create and you're in the project workspace.

What you can do inside a project

Each project has its own:

Overview — KPIs, milestone progress, latest SOFT report
RAID — log risks, assumptions, issues, dependencies
Plan — tasks, Gantt, milestones
Finance — budget, actuals, EVM, change requests
Governance — decisions, lessons, stakeholders
People — project team, RACI
Documents — attachments

You don't have to fill all of these in. Start with Overview + Plan + RAID for most projects; add the rest as the project matures.

Tips

Use your reference code — fields like DT-003 show up across reports and sidebar tooltips, making projects easier to spot
Set the RAG honestly — Sageon will roll your project's RAG up to portfolio and programme level
Don't over-engineer the structure — you can move projects between programmes later

Don't see "Programmes" or "Portfolios" in your sidebar?

Your admin may have disabled those modules in Settings → Modules, or your role may not have access. Check Settings → Permissions if you're the admin.