Create a retail project

  • Release version: Australia
  • Updated May 11, 2026
  • 1 minute to read

    • Set up a retail project from a template to plan and track store operations, including store openings, relocations, refurbishments, technology refreshes, and closures.

    Before you begin

    Role required: sn_spm_retail.project_manager

    Procedure

    1. Navigate to Workspaces > Project Workspace.
    2. Create a retail project using one of the options.
      • Select New project.
      • Select New project from template.
    3. Select Customer Project from the Project class.
    4. Select a project template using the Project type list that matches the type of store work from the following options.
      • Retail New Store Opening to open a new store.
      • Retail Store Relocation to move an existing store to a new location.
      • Retail Store Refurbishment to refurbish an existing store.
      • Retail Store Technology Refresh to upgrade in-store technology, for example POS systems, security cameras, or network connectivity.
      • Retail Store Closure to close a store.
    5. Enter a unique name in the Project name field.
    6. Select the planned date to start work using the Planned start date calendar palette.
    7. Select Confirm.
    8. Select the Details menu from the menu.
    9. Select the name of the store for which the project is being executed using the Service organization field.

    Result

    A project is created based on the selected project template with tailored project task and playbook. You will see a the Planning page with prepopulated project tasks and their dependent tasks.

    What to do next

    Enter the key dates of your work in Project Type list from the Details tab. For more details, see Enter project type fields.