Create a new project

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Updated at March 27th, 2020

Begin by going to "My projects" and pressing on "New project..." (seen below).

Select a datafile

You will be brought to the page below. The first step is to select a datafile. You can drop a file into the tile, or click the dotted box to upload a file (CSV or SPSS). 

Verify the data

After you select a file, you can verify the data. The data table view will open in a new browser tab. There is a button that opens the project in the Protobi view.  

Schedule a session

Press "Schedule a session" to be view the project support calendar. Choose a date and time for an initial work session. 

Select version

New to Protobi? Select an intro project, and let us show you what's possible. You'll get temporary access to a full interactive online view of your entire survey with admin access. We'll help you get setup and you can schedule an intro design work session.

One project space for a full length survey. An expert project will get you the software and project support. All visualization and data prep capabilities. You get an interactive online view of your entire survey with admin access to edit and share with colleagues.

A professional project will include full service for new and continuing clients. We set you up with the initial design, online design review/training sessions, and some data processing.

You get an interactive online view of your entire survey with admin access to edit and share with colleagues.

Authorize payment

Paypal or credit

Use your Paypal account, or enter credit card details to submit payment for your project. 

Invoice

Prefer to have us invoice you? Enter an email address and billing code to request an invoice. 

Name your project

Once you've entered payment details, you will be brought project settings page. Press the "Overview" tab. Give your new project a name, you can also add a logo and splash image for your project. 

Open your project

Press the "Open" tab in project settings to see an initial view of your survey data. 

Create an initial design

Learn more in our "Project flow" tutorial

Video tutorial




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