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A project is the top-level container for your research initiative. All surveys, sources, and reconciliation for that initiative live under one project.

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When to create a new project

Create a new project when you begin a distinct research initiative. Each project should represent one specific study or program with a defined end date.

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Creating a project

1

Search for duplicates

Use the search bar with All Statuses selected. Search by project name or number to confirm you are not creating a duplicate.
2

Click New Project

Opens the project creation form.
3

Enter project details

Set project name, project number (internal reference — not enforced), project manager, and out-of-field date/time. Adjust timezone if needed.
4

Select account

If you belong to multiple Research Desk accounts, choose the correct billing and permissions context.
5

Save

The project appears in your project list.

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Duplicating projects

Use Duplicate Project to copy an existing project as a starting point for a new wave or similar study. The duplicate modal lets you edit project-level fields before saving. When duplicating tracker studies, review Sample Exclusions to prevent repeat respondents from prior waves.

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Updating projects

You can update project metadata after creation. Changing project details does not affect live survey configuration, but keeping the project manager and end date current helps your team stay aligned during fieldwork.

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After creating a project

  1. Create surveys for each country-language or audience segment
  2. Configure sources to route respondents into each survey
  3. Optionally set sample exclusions before launching